PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$313K	Hold	2,670	–	–	0.08%	143
2026 Q1	$291K	Hold	2,670	–	–	0.09%	136
2025 Q4	$319K	Hold	2,670	–	–	0.09%	131
2025 Q3	$320K	Hold	2,670	–	–	0.1%	115
2025 Q2	$290K	Hold	2,670	–	–	0.1%	115
2025 Q1	$264K	Buy	2,670 +2,190	+456%	+$237K	0.1%	119
2024 Q4	$53.9K	Buy	+480	New	+$51.3K	0.02%	252

Other funds holding XLY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XLY Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,670 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #143.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $320K in Q3 2025. 860 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,670 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $313K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.08% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #143 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $320K in Q3 2025.
860 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.