Exencial Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
Exencial Wealth Advisors's XLY Position: Q1 2026 in Review
Exencial Wealth Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.5% in Q1 2026, buying an estimated $36.9K and bringing the position to 7,307 shares worth $796K. The position accounts for 0.02% of the portfolio, ranked #327.
Exencial Wealth Advisors first reported a position in XLY in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.43M in Q3 2018. 1,285 funds tracked by Wall St. Rank hold XLY as of Q1 2026.
- Exencial Wealth Advisors held 7,307 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $796K as of Q1 2026.
- Exencial Wealth Advisors bought 316 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $36.9K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #327 holding.
- Exencial Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 41 quarters since.
- Exencial Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.43M in Q3 2018.
- 1,285 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.
Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.