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

Strategic 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	–	Sell	-949	Closed	-$103K	–	422
2026 Q1	$103K	Buy	+949	New	+$111K	0.01%	381
2025 Q1	–	Sell	-4,226	Closed	-$474K	–	258
2024 Q4	$474K	Buy	+4,226	New	+$452K	0.05%	176
2023 Q4	–	Sell	-6,258	Closed	-$504K	–	257
2023 Q3	$504K	Sell	6,258 -970	-13%	-$82K	0.08%	167
2023 Q2	$614K	Buy	+7,228	New	+$553K	0.09%	121
2021 Q1	–	Sell	-14,912	Closed	-$1.2M	–	218
2020 Q4	$1.2M	Buy	14,912 +7,512	+102%	+$579K	0.35%	65
2020 Q3	$544K	Buy	+7,400	New	+$524K	0.18%	90
2019 Q2	–	Sell	-4,174	Closed	-$238K	–	172
2019 Q1	$238K	Sell	4,174 -1,194	-22%	-$64.7K	0.16%	112
2018 Q4	$266K	Buy	+5,368	New	+$284K	0.24%	86

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

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

Strategic Investment Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 949 shares — an estimated $103K sold.

Strategic Investment Advisors first reported a position in XLY in Q4 2018 and held it in 8 quarters. The position peaked at $1.2M in Q4 2020. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Strategic Investment Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Strategic Investment Advisors sold 949 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $103K.
Strategic Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and held it in 8 quarters.
Strategic Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.2M in Q4 2020.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.