Soltis Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Soltis Investment Advisors’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$985K	Sell	8,397 -66,871	-89%	-$7.81M	0.05%	243
2026 Q1	$8.2M	Buy	75,268 +64,583	+604%	+$7.55M	0.52%	46
2025 Q4	$1.28M	Sell	10,685 -949	-8%	-$113K	0.08%	190
2025 Q3	$1.39M	Sell	11,634 -972	-8%	-$111K	0.1%	173
2025 Q2	$1.37M	Sell	12,606 -38,606	-75%	-$3.95M	0.11%	155
2025 Q1	$5.06M	Buy	51,212 +35,858	+234%	+$3.89M	0.45%	63
2024 Q4	$1.72M	Sell	15,354 -76	-0.5%	-$8.13K	0.16%	133
2024 Q3	$1.55M	Sell	15,430 -3,288	-18%	-$307K	0.15%	134
2024 Q2	$1.71M	Sell	18,718 -6,808	-27%	-$605K	0.18%	125
2024 Q1	$2.35M	Buy	25,526 +416	+2%	+$37K	0.26%	106
2023 Q4	$2.24M	Buy	+25,110	New	+$2.08M	0.25%	103
2023 Q3	–	Sell	-5,182	Closed	-$440K	–	289
2023 Q2	$440K	Buy	+5,182	New	+$397K	0.05%	179
2022 Q1	–	Sell	-2,860	Closed	-$292K	–	282
2021 Q4	$292K	Buy	+2,860	New	+$285K	0.04%	211
2021 Q1	–	Sell	-21,984	Closed	-$1.77M	–	235
2020 Q4	$1.77M	Sell	21,984 -6,120	-22%	-$472K	0.33%	53
2020 Q3	$2.06M	Buy	+28,104	New	+$1.99M	0.49%	39

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Soltis Investment Advisors's XLY Position: Q2 2026 in Review

Soltis Investment Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 89% in Q2 2026, selling an estimated $7.81M and leaving 8,397 shares worth $985K. The position accounts for 0.05% of the portfolio, ranked #243.

Soltis Investment Advisors first reported a position in XLY in Q3 2020 and has held it in 15 quarters since. The position peaked at $8.2M in Q1 2026. 1,313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Soltis Investment Advisors held 8,397 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $985K as of Q2 2026.
Soltis Investment Advisors sold 66,871 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $7.81M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Soltis Investment Advisors's portfolio in Q2 2026, its #243 holding.
Soltis Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and has held it in 15 quarters since.
Soltis Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.2M in Q1 2026.
1,313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.