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

Encompass More Asset Management’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.2K Buy
+300
New +$35K 0.01% 281

Other funds holding XLY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

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. 519 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.
  • 519 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.