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

Westbourne Investments’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	$237K	Hold	2,018	–	–	0.1%	130
2026 Q1	$220K	Sell	2,018 -10	-0.5%	-$1.17K	0.1%	131
2025 Q4	$242K	Buy	2,028 +30	+2%	+$3.56K	0.11%	120
2025 Q3	$372K	Hold	1,998	–	–	0.18%	89
2025 Q2	$217K	Buy	+1,998	New	+$204K	0.12%	123
2025 Q1	–	Sell	-1,988	Closed	-$223K	–	155
2024 Q4	$223K	Buy	+1,988	New	+$213K	0.13%	112

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

Westbourne Investments's XLY Position: Q2 2026 in Review

Westbourne Investments held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,018 shares worth $237K. The position accounts for 0.1% of the portfolio, ranked #130.

Westbourne Investments first reported a position in XLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $372K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Westbourne Investments held 2,018 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $237K as of Q2 2026.
Westbourne Investments left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Westbourne Investments's portfolio in Q2 2026, its #130 holding.
Westbourne Investments first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Westbourne Investments's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $372K in Q3 2025.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.