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

Win 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 Q2	–	Sell	-14,378	Closed	-$1.57M	–	120
2026 Q1	$1.57M	Sell	14,378 -4,627	-24%	-$541K	0.72%	33
2025 Q4	$2.27M	Buy	+19,005	New	+$2.25M	0.96%	23
2025 Q2	–	Sell	-29,846	Closed	-$2.95M	–	83
2025 Q1	$2.95M	Buy	+29,846	New	+$3.24M	1.51%	21
2024 Q4	–	Sell	-29,886	Closed	-$2.99M	–	91
2024 Q3	$2.99M	Buy	+29,886	New	+$2.79M	1.41%	21
2023 Q1	–	Sell	-47,436	Closed	-$3.06M	–	149
2022 Q4	$3.06M	Buy	+47,436	New	+$3.31M	1.15%	7

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

Win Advisors's XLY Position: Q2 2026 in Review

Win Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 14,378 shares — an estimated $1.57M sold.

Win Advisors first reported a position in XLY in Q4 2022 and held it in 5 quarters. The position peaked at $3.06M in Q4 2022. 1,311 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Win Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Win Advisors sold 14,378 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.57M.
Win Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and held it in 5 quarters.
Win Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.06M in Q4 2022.
1,311 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.