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WestEnd Advisors, LLC: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WestEnd Advisors, LLC on XLY, newest first. How the timeline and the estimate are built.

WestEnd Advisors, LLC held 1,025,999 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,025,999 shares
    Change vs previous 13F +89,570 shares

    2.68% of the 13F portfolio, value $120,333,785.

    13F-HR 0001398344-26-012446 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 936,429 shares
    Change vs previous 13F +8,502 shares

    2.46% of the 13F portfolio, value $102,056,710.

    13F-HR 0001398344-26-006826 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 927,927 shares
    Change vs previous 13F -18,836 shares

    2.58% of the 13F portfolio, value $110,808,836.

    13F-HR 0001398344-26-001290 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 946,763 shares
    Change vs previous 13F -35,046 shares

    5.31% of the 13F portfolio, value $226,891,926.

    13F-HR 0001398344-25-019523 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 981,809 shares
    Change vs previous 13F +55,841 shares

    5.29% of the 13F portfolio, value $213,385,042.

    13F-HR 0001398344-25-013593 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 925,968 shares
    Change vs previous 13F -45,742 shares

    4.85% of the 13F portfolio, value $182,841,571.

    13F-HR 0001398344-25-007692 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 971,710 shares
    Change vs previous 13F -67,440 shares

    5.55% of the 13F portfolio, value $218,003,019.

    13F-HR 0001398344-25-001236 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,039,150 shares
    Change vs previous 13F not available

    5.11% of the 13F portfolio, value $208,214,396.

    13F-HR 0001398344-24-019439 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).