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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.16M Sell
52,532
-2,625
-5% -$306K 0.04% 390
2026
Q1
$6.01M Buy
55,157
+1,618
+3% +$189K 0.04% 365
2025
Q4
$6.39M Buy
53,539
+2,327
+5% +$276K 0.05% 324
2025
Q3
$6.14M Buy
51,212
+1,774
+4% +$203K 0.06% 285
2025
Q2
$5.37M Buy
49,438
+8,592
+21% +$879K 0.06% 296
2025
Q1
$4.03M Buy
40,846
+450
+1% +$48.8K 0.05% 336
2024
Q4
$4.53M Buy
40,396
+7,608
+23% +$814K 0.07% 234
2024
Q3
$3.28M Sell
32,788
-3,330
-9% -$311K 0.06% 248
2024
Q2
$3.29M Buy
36,118
+356
+1% +$31.6K 0.06% 243
2024
Q1
$3.29M Buy
35,762
+33,384
+1,404% +$2.97M 0.08% 193
2023
Q4
$213K Buy
+2,378
New +$197K 0.01% 412

Other funds holding XLY

Waverly Advisors's XLY Position: Q2 2026 in Review

Waverly Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.8% in Q2 2026, selling an estimated $306K and leaving 52,532 shares worth $6.16M. The position accounts for 0.04% of the portfolio, ranked #390.

Waverly Advisors first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.39M in Q4 2025. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Waverly Advisors held 52,532 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $6.16M as of Q2 2026.
  • Waverly Advisors sold 2,625 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $306K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #390 holding.
  • Waverly Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Waverly Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.39M in Q4 2025.
  • 1,306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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