Chung Wu Investment Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Chung Wu Investment Group’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	$9.15K	Hold	78	–	–	0.01%	235
2026 Q1	$8.5K	Hold	78	–	–	0.01%	217
2025 Q4	$9.31K	Hold	78	–	–	0.01%	215
2025 Q3	$9.35K	Hold	78	–	–	0.01%	213
2025 Q2	$8.48K	Buy	+78	New	+$7.98K	0.01%	211

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

Chung Wu Investment Group's XLY Position: Q2 2026 in Review

Chung Wu Investment Group held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 78 shares worth $9.15K. The position accounts for 0.01% of the portfolio, ranked #235.

Chung Wu Investment Group first reported a position in XLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.35K in Q3 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Chung Wu Investment Group held 78 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $9.15K as of Q2 2026.
Chung Wu Investment Group left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #235 holding.
Chung Wu Investment Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Chung Wu Investment Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $9.35K in Q3 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.