Stratos Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Stratos Investment Management’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	$572K	Sell	4,876 -255	-5%	-$29.8K	0.02%	250
2026 Q1	$559K	Buy	5,131 +797	+18%	+$93.1K	0.02%	237
2025 Q4	$518K	Buy	4,334 +332	+8%	+$39.4K	0.02%	235
2025 Q3	$480K	Buy	4,002 +112	+3%	+$12.8K	0.02%	249
2025 Q2	$423K	Buy	3,890 +58	+2%	+$5.93K	0.02%	269
2025 Q1	$378K	Buy	3,832 +590	+18%	+$64K	0.02%	236
2024 Q4	$364K	Buy	3,242 +256	+9%	+$27.4K	0.02%	198
2024 Q3	$299K	Buy	+2,986	New	+$279K	0.02%	204
2022 Q2	–	Sell	-3,086	Closed	-$285K	–	168
2022 Q1	$285K	Sell	3,086 -1,810	-37%	-$166K	0.05%	143
2021 Q4	$501K	Sell	4,896 -226	-4%	-$22.5K	0.08%	121
2021 Q3	$460K	Buy	+5,122	New	+$465K	0.08%	152
2019 Q4	–	Sell	-3,814	Closed	-$230K	–	111
2019 Q3	$230K	Sell	3,814 -1,368	-26%	-$82.5K	0.13%	80
2019 Q2	$309K	Buy	5,182 +484	+10%	+$28.3K	0.2%	66
2019 Q1	$267K	Buy	+4,698	New	+$255K	0.21%	63

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

Stratos Investment Management's XLY Position: Q2 2026 in Review

Stratos Investment Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5% in Q2 2026, selling an estimated $29.8K and leaving 4,876 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #250.

Stratos Investment Management first reported a position in XLY in Q1 2019 and has held it in 14 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Stratos Investment Management held 4,876 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $572K as of Q2 2026.
Stratos Investment Management sold 255 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $29.8K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Stratos Investment Management's portfolio in Q2 2026, its #250 holding.
Stratos Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and has held it in 14 quarters since.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.