Concord Wealth Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Concord Wealth Partners's XLY Position: Q2 2026 in Review
Concord Wealth Partners opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 2,665 shares worth $313K. The stake represents 0.04% of the portfolio and ranks #180 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in XLY as recently as Q4 2025.
Concord Wealth Partners first reported a position in XLY in Q4 2020 and has held it in 21 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Concord Wealth Partners held 2,665 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $313K as of Q2 2026.
- State Street Consumer Discretionary Select Sector SPDR ETF was a new Concord Wealth Partners position in Q2 2026.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Concord Wealth Partners's portfolio in Q2 2026, its #180 holding.
- Concord Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
- 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.