STACKSTONE WEALTH, LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

STACKSTONE WEALTH, LLC’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	$1.36M	Buy	+12,508	New	+$1.44M	0.13%	165

Other funds holding XLY

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

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

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

CCA

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

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

STACKSTONE WEALTH, LLC's XLY Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2026: 12,508 shares worth $1.36M. The stake represents 0.13% of the portfolio and ranks #165 among its holdings.

252 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

STACKSTONE WEALTH, LLC held 12,508 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.36M as of Q3 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.13% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #165 holding.
252 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.