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

YHB 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 Q3	$726K	Buy	+6,667	New	+$766K	0.05%	192
2026 Q1	–	Sell	-3,922	Closed	-$468K	–	311
2025 Q4	$468K	Buy	+3,922	New	+$465K	0.03%	217

Other funds holding XLY

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

YHB Investment Advisors's XLY Position: Q3 2026 in Review

YHB Investment Advisors opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2026: 6,667 shares worth $726K. The stake represents 0.05% of the portfolio and ranks #192 among its holdings. This is a return to the name: YHB Investment Advisors previously reported a position in XLY as recently as Q4 2025.

YHB Investment Advisors first reported a position in XLY in Q4 2025 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

YHB Investment Advisors held 6,667 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $726K as of Q3 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new YHB Investment Advisors position in Q3 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of YHB Investment Advisors's portfolio in Q3 2026, its #192 holding.
YHB Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
184 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.