Winch Advisory Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Winch Advisory Services’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	$13K	Hold	111	–	–	﹤0.01%	307
2026 Q1	$12.1K	Hold	111	–	–	﹤0.01%	301
2025 Q4	$13.2K	Buy	111 +1	+0.9%	+$119	﹤0.01%	285
2025 Q3	$13.2K	Hold	110	–	–	﹤0.01%	277
2025 Q2	$12K	Hold	110	–	–	﹤0.01%	282
2025 Q1	$10.9K	Sell	110 -108	-50%	-$11.7K	﹤0.01%	276
2024 Q4	$24.5K	Sell	218 -36	-14%	-$3.85K	0.01%	213
2024 Q3	$25.4K	Hold	254	–	–	0.01%	199
2024 Q2	$23.1K	Buy	254 +2	+0.8%	+$178	0.01%	200
2024 Q1	$23.2K	Hold	252	–	–	0.01%	198
2023 Q4	$22.5K	Hold	252	–	–	0.01%	196
2023 Q3	$20K	Hold	252	–	–	0.01%	194
2023 Q2	$21K	Buy	252 +2	+0.8%	+$153	0.01%	190
2023 Q1	$19K	Hold	250	–	–	0.01%	198
2022 Q4	$16K	Hold	250	–	–	0.01%	207
2022 Q3	$18K	Buy	250 +2	+0.8%	+$156	0.01%	179
2022 Q2	$17K	Sell	248 -2	-0.8%	-$158	0.01%	192
2022 Q1	$23K	Sell	250 -2	-0.8%	-$183	0.01%	197
2021 Q4	$26K	Buy	252 +2	+0.8%	+$199	0.01%	183
2021 Q3	$23K	Hold	250	–	–	0.01%	198
2021 Q2	$22K	Hold	250	–	–	0.01%	191
2021 Q1	$21K	Buy	250 +106	+74%	+$8.82K	0.01%	180
2020 Q4	$12K	Hold	144	–	–	0.01%	214
2020 Q3	$11K	Hold	144	–	–	﹤0.01%	203
2020 Q2	$9K	Hold	144	–	–	﹤0.01%	209
2020 Q1	$7K	Hold	144	–	–	﹤0.01%	201
2019 Q4	$9K	Hold	144	–	–	﹤0.01%	218
2019 Q3	$9K	Hold	144	–	–	﹤0.01%	208
2019 Q2	$9K	Buy	144 +66	+85%	+$3.86K	﹤0.01%	215
2019 Q1	$4K	Hold	78	–	–	﹤0.01%	271
2018 Q4	$4K	Hold	78	–	–	﹤0.01%	251
2018 Q3	$5K	Hold	78	–	–	﹤0.01%	235
2018 Q2	$4K	Hold	78	–	–	﹤0.01%	252
2018 Q1	$4K	Hold	78	–	–	﹤0.01%	235
2017 Q4	$4K	Sell	78 -178	-70%	-$8.38K	﹤0.01%	233
2017 Q3	$11K	Sell	256 -63,452	-100%	-$2.85M	0.01%	169
2017 Q2	$2.85M	Sell	63,708 -350	-0.5%	-$15.7K	1.8%	23
2017 Q1	$2.82M	Buy	64,058 +340	+0.5%	+$14.6K	1.79%	22
2016 Q4	$2.59M	Buy	63,718 +62,292	+4,368%	+$2.52M	1.78%	21
2016 Q3	$57K	Sell	1,426 -66	-4%	-$2.66K	0.05%	87
2016 Q2	$58K	Buy	1,492 +1,342	+895%	+$52.8K	0.07%	72
2016 Q1	$6K	Sell	150 -77,888	-100%	-$2.9M	0.01%	146
2015 Q4	$3.05M	Sell	78,038 -2,372	-3%	-$94.1K	3.46%	13
2015 Q3	$2.99M	Sell	80,410 -80,972	-50%	-$3.11M	4.36%	7
2015 Q2	$6.17M	Buy	161,382 +23,612	+17%	+$903K	3.37%	6
2015 Q1	$5.19M	Sell	137,770 -32,918	-19%	-$1.21M	3.02%	9
2014 Q4	$6.16M	Buy	170,688 +166,290	+3,781%	+$5.7M	3.35%	7
2014 Q3	$147K	Buy	4,398 +4,074	+1,257%	+$138K	0.09%	60
2014 Q2	$11K	Buy	324 +2	+0.6%	+$65	0.01%	161
2014 Q1	$10K	Buy	+322	New	+$10.5K	0.01%	176

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

Winch Advisory Services's XLY Position: Q2 2026 in Review

Winch Advisory Services held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 111 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Winch Advisory Services first reported a position in XLY in Q1 2014 and has held it in 50 quarters since. The position peaked at $6.17M in Q2 2015. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Winch Advisory Services held 111 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $13K as of Q2 2026.
Winch Advisory Services 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 ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #307 holding.
Winch Advisory Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2014 and has held it in 50 quarters since.
Winch Advisory Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.17M in Q2 2015.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.