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

West Financial 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 Q1	–	Sell	-32,508	Closed	-$3.88M	–	246
2025 Q4	$3.88M	Buy	32,508 +376	+1%	+$44.6K	0.66%	23
2025 Q3	$3.85M	Buy	32,132 +31,450	+4,611%	+$3.6M	0.64%	21
2025 Q2	$74.1K	Sell	682 -28,810	-98%	-$2.95M	0.01%	88
2025 Q1	$2.91M	Buy	29,492 +2,750	+10%	+$298K	0.55%	24
2024 Q4	$3M	Buy	+26,742	New	+$2.86M	0.58%	21
2024 Q1	–	Sell	-23,212	Closed	-$2.08M	–	168
2023 Q4	$2.08M	Sell	23,212 -472	-2%	-$39.1K	0.47%	23
2023 Q3	$1.91M	Buy	23,684 +1,296	+6%	+$110K	0.48%	21
2023 Q2	$1.9M	Buy	+22,388	New	+$1.71M	0.47%	21
2022 Q1	–	Sell	-11,942	Closed	-$1.22M	–	203
2021 Q4	$1.22M	Buy	+11,942	New	+$1.19M	0.33%	25
2021 Q1	–	Sell	-6,514	Closed	-$524K	–	163
2020 Q4	$524K	Buy	+6,514	New	+$502K	0.19%	27

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

West Financial Advisors's XLY Position: Q1 2026 in Review

West Financial Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 32,508 shares — an estimated $3.88M sold.

West Financial Advisors first reported a position in XLY in Q4 2020 and held it in 10 quarters. The position peaked at $3.88M in Q4 2025. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

West Financial Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 32,508 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $3.88M.
West Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 10 quarters.
West Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.88M in Q4 2025.
1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.