Two West Capital Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Two West Capital 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	-2,163	Closed	-$253K	–	110
2026 Q1	$253K	Buy	2,163 +88	+4%	+$10.3K	0.13%	91
2025 Q4	$248K	Buy	2,075 +113	+6%	+$13.4K	0.14%	92
2025 Q3	$233K	Buy	+1,962	New	+$225K	0.14%	90
2025 Q2	–	Sell	-2,856	Closed	-$271K	–	95
2025 Q1	$271K	Buy	2,856 +114	+4%	+$12.4K	0.23%	58
2024 Q4	$308K	Buy	+2,742	New	+$293K	0.26%	53

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Two West Capital Advisors's XLY Position: Q2 2026 in Review

Two West Capital Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 2,163 shares — an estimated $253K sold.

Two West Capital Advisors first reported a position in XLY in Q4 2024 and held it in 5 quarters. The position peaked at $308K in Q4 2024. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Two West Capital Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Two West Capital Advisors sold 2,163 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $253K.
Two West Capital Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Two West Capital Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $308K in Q4 2024.
421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.