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

WP 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	-2,440	Closed	-$266K	–	128
2026 Q1	$266K	Buy	2,440 +2	+0.1%	+$234	0.07%	100
2025 Q4	$291K	Hold	2,438	–	–	0.07%	98
2025 Q3	$292K	Buy	2,438 +6	+0.2%	+$687	0.07%	99
2025 Q2	$264K	Buy	+2,432	New	+$249K	0.07%	99
2025 Q1	–	Sell	-2,076	Closed	-$233K	–	115
2024 Q4	$233K	Buy	2,076 +4	+0.2%	+$428	0.08%	97
2024 Q3	$208K	Buy	+2,072	New	+$194K	0.08%	95
2019 Q2	–	Sell	-1,624	Closed	-$924	–	167
2019 Q1	$924	Buy	+1,624	New	+$88.1K	0.1%	92
2018 Q4	–	Sell	-1,612	Closed	-$94K	–	244
2018 Q3	$94K	Buy	1,612 +4	+0.2%	+$228	0.09%	100
2018 Q2	$88K	Buy	+1,608	New	+$85K	0.08%	96

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

WP Advisors's XLY Position: Q2 2026 in Review

WP Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 2,440 shares — an estimated $266K sold.

WP Advisors first reported a position in XLY in Q2 2018 and held it in 9 quarters. The position peaked at $292K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

WP Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
WP Advisors sold 2,440 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $266K.
WP Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and held it in 9 quarters.
WP Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $292K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.