Encompass More Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.2M Buy
+104,366
New +$12.2M 1.78% 12
2026
Q1
Sell
-35,041
Closed -$4.18M 313
2025
Q4
$4.18M Sell
35,041
-11,079
-24% -$1.31M 0.77% 30
2025
Q3
$5.53M Buy
46,120
+31,670
+219% +$3.62M 1.06% 19
2025
Q2
$1.57M Buy
14,450
+5,638
+64% +$577K 0.37% 61
2025
Q1
$870K Sell
8,812
-1,040
-11% -$113K 0.26% 82
2024
Q4
$1.11M Sell
9,852
-8,096
-45% -$866K 0.36% 65
2024
Q3
$1.8M Buy
17,948
+2,454
+16% +$229K 0.69% 45
2024
Q2
$1.41M Buy
15,494
+2,448
+19% +$217K 1.01% 24
2024
Q1
$1.2M Buy
13,046
+1,984
+18% +$177K 0.99% 22
2023
Q4
$989K Buy
+11,062
New +$916K 1.11% 23

Other funds holding XLY

Encompass More Asset Management's XLY Position: Q2 2026 in Review

Encompass More Asset Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 104,366 shares worth $12.2M. The stake represents 1.78% of the portfolio and ranks #12 among its holdings. This is a return to the name: Encompass More Asset Management previously reported a position in XLY as recently as Q4 2025.

Encompass More Asset Management first reported a position in XLY in Q4 2023 and has held it in 10 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Encompass More Asset Management held 104,366 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $12.2M as of Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new Encompass More Asset Management position in Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 1.78% of Encompass More Asset Management's portfolio in Q2 2026, its #12 holding.
  • Encompass More Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 10 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 Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.