Elmwood Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Elmwood Wealth Management's XLY Position: Q2 2026 in Review
Elmwood Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 8.4% in Q2 2026, selling an estimated $19.1K and leaving 1,792 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #191.
Elmwood Wealth Management first reported a position in XLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $214K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Elmwood Wealth Management held 1,792 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $210K as of Q2 2026.
- Elmwood Wealth Management sold 164 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $19.1K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Elmwood Wealth Management's portfolio in Q2 2026, its #191 holding.
- Elmwood Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- Elmwood Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $214K in Q4 2025.
- 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.