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

World Investment 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	$1.36M	Sell	12,226 -7,728	-39%	-$902K	0.02%	608
2026 Q1	$2.17M	Buy	19,954 +1,381	+7%	+$161K	0.04%	456
2025 Q4	$2.22M	Buy	18,573 +8,095	+77%	+$960K	0.04%	441
2025 Q3	$1.26M	Sell	10,478 -3,212	-23%	-$368K	0.03%	509
2025 Q2	$1.49M	Buy	13,690 +580	+4%	+$59.3K	0.03%	434
2025 Q1	$1.29M	Buy	13,110 +1,026	+8%	+$111K	0.03%	438
2024 Q4	$1.36M	Buy	12,084 +5,656	+88%	+$605K	0.04%	409
2024 Q3	$644K	Buy	6,428 +510	+9%	+$47.7K	0.02%	521
2024 Q2	$540K	Buy	+5,918	New	+$526K	0.03%	384
2024 Q1	–	Sell	-3,610	Closed	-$323K	–	491
2023 Q4	$323K	Buy	3,610 +812	+29%	+$67.3K	0.04%	292
2023 Q3	$225K	Buy	2,798 +2	+0.1%	+$169	0.04%	237
2023 Q2	$237K	Hold	2,796	–	–	0.05%	227
2023 Q1	$209K	Buy	+2,796	New	+$200K	0.04%	225
2022 Q1	–	Sell	-5,876	Closed	-$546K	–	287
2021 Q4	$546K	Sell	5,876 -1,124	-16%	-$112K	0.11%	135
2021 Q3	$628K	Buy	7,000 +466	+7%	+$42.3K	0.14%	106
2021 Q2	$583K	Buy	6,534 +1,028	+19%	+$89.5K	0.13%	111
2021 Q1	$462K	Buy	5,506 +24	+0.4%	+$2K	0.11%	123
2020 Q4	$467K	Buy	5,482 +930	+20%	+$71.7K	0.12%	131
2020 Q3	$335K	Sell	4,552 -12	-0.3%	-$849	0.11%	113
2020 Q2	$328K	Buy	+4,564	New	+$269K	0.11%	114

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

World Investment Advisors's XLY Position: Q2 2026 in Review

World Investment Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 39% in Q2 2026, selling an estimated $902K and leaving 12,226 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #608.

World Investment Advisors first reported a position in XLY in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.22M in Q4 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

World Investment Advisors held 12,226 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.36M as of Q2 2026.
World Investment Advisors sold 7,728 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $902K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #608 holding.
World Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2020 and has held it in 20 quarters since.
World Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.22M in Q4 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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