United Advisor Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

United Advisor Group’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	$340K	Buy	2,901 +2	+0.1%	+$233	0.04%	395
2026 Q1	$316K	Sell	2,899 -227	-7%	-$26.5K	0.04%	384
2025 Q4	$373K	Sell	3,126 -122	-4%	-$14.5K	0.05%	331
2025 Q3	$389K	Buy	3,248 +596	+22%	+$68.2K	0.05%	311
2025 Q2	$288K	Sell	2,652 -2,890	-52%	-$296K	0.05%	321
2025 Q1	$547K	Buy	5,542 +1,438	+35%	+$156K	0.11%	174
2024 Q4	$460K	Buy	4,104 +442	+12%	+$47.3K	0.09%	209
2024 Q3	$367K	Buy	+3,662	New	+$342K	0.08%	245

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

United Advisor Group's XLY Position: Q2 2026 in Review

United Advisor Group increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.07% in Q2 2026, buying an estimated $233 and bringing the position to 2,901 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #395.

United Advisor Group first reported a position in XLY in Q3 2024 and has held it in 8 quarters since. The position peaked at $547K in Q1 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

United Advisor Group held 2,901 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $340K as of Q2 2026.
United Advisor Group bought 2 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $233.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of United Advisor Group's portfolio in Q2 2026, its #395 holding.
United Advisor Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
United Advisor Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $547K in Q1 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.