Vontobel Holding’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Vontobel Holding’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	$315K	Sell	2,690 -3,473	-56%	-$405K	﹤0.01%	1217
2026 Q1	$672K	Sell	6,163 -15,768	-72%	-$1.84M	﹤0.01%	747
2025 Q4	$2.62M	Buy	21,931 +9,147	+72%	+$1.08M	0.01%	509
2025 Q3	$1.53M	Buy	12,784 +5,252	+70%	+$601K	﹤0.01%	617
2025 Q2	$818K	Sell	7,532 -7,744	-51%	-$792K	﹤0.01%	748
2025 Q1	$1.51M	Buy	15,276 +11,160	+271%	+$1.21M	0.01%	496
2024 Q4	$462K	Buy	4,116 +828	+25%	+$88.6K	﹤0.01%	811
2024 Q3	$329K	Sell	3,288 -8	-0.2%	-$748	﹤0.01%	895
2024 Q2	$301K	Sell	3,296 -3,472	-51%	-$308K	﹤0.01%	892
2024 Q1	$622K	Sell	6,768 -1,678	-20%	-$149K	0.01%	712
2023 Q4	$755K	Buy	8,446 +1,954	+30%	+$162K	0.01%	675
2023 Q3	$523K	Sell	6,492 -1,216	-16%	-$103K	﹤0.01%	757
2023 Q2	$654K	Sell	7,708 -4,078	-35%	-$312K	0.01%	722
2023 Q1	$881K	Buy	11,786 +4,474	+61%	+$321K	0.01%	619
2022 Q4	$472K	Buy	7,312 +3,400	+87%	+$237K	﹤0.01%	767
2022 Q3	$279K	Sell	3,912 -3,172	-45%	-$248K	﹤0.01%	872
2022 Q2	$487K	Buy	+7,084	New	+$558K	0.01%	727
2022 Q1	–	Sell	-3,028	Closed	-$310K	–	1145
2021 Q4	$310K	Buy	3,028 +1,628	+116%	+$162K	﹤0.01%	915
2021 Q3	$126K	Hold	1,400	–	–	﹤0.01%	1078
2021 Q2	$125K	Buy	+1,400	New	+$122K	﹤0.01%	1063
2021 Q1	–	Sell	-4,528	Closed	-$364K	–	1094
2020 Q4	$364K	Buy	+4,528	New	+$349K	﹤0.01%	752

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

Vontobel Holding's XLY Position: Q2 2026 in Review

Vontobel Holding reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 56% in Q2 2026, selling an estimated $405K and leaving 2,690 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Vontobel Holding first reported a position in XLY in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.62M in Q4 2025. 1,313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Vontobel Holding held 2,690 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $315K as of Q2 2026.
Vontobel Holding sold 3,473 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $405K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1217 holding.
Vontobel Holding first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
Vontobel Holding's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.62M in Q4 2025.
1,313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.