Concentrum Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Concentrum Wealth Management's XLY Position: Q2 2026 in Review
Concentrum Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.11% in Q2 2026, buying an estimated $233 and bringing the position to 1,872 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #116.
Concentrum Wealth Management first reported a position in XLY in Q1 2026 and has held it in 2 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Concentrum Wealth Management held 1,872 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $220K as of Q2 2026.
- Concentrum Wealth Management bought 2 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $233.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Concentrum Wealth Management's portfolio in Q2 2026, its #116 holding.
- Concentrum Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.