Confluence Wealth Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Confluence Wealth Services's XLY Position: Q2 2026 in Review
Confluence Wealth Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.09% in Q2 2026, buying an estimated $233 and bringing the position to 2,160 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #427.
Confluence Wealth Services first reported a position in XLY in Q4 2021 and has held it in 12 quarters since. The position peaked at $331K in Q2 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Confluence Wealth Services held 2,160 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $253K as of Q2 2026.
- Confluence Wealth Services 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 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #427 holding.
- Confluence Wealth Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
- Confluence Wealth Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $331K in Q2 2024.
- 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.