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Hennion & Walsh Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Hennion & Walsh 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 		$1.71M Buy
14,548
+5,704
+64% +$666K 0.05% 425
2026
Q1 		$964K Buy
8,844
+77
+0.9% +$9K 0.03% 525
2025
Q4 		$1.05M Sell
8,767
-67
-0.8% -$7.94K 0.04% 504
2025
Q3 		$1.06M Sell
8,834
-2
-0% -$229 0.04% 499
2025
Q2 		$960K Sell
8,836
-244
-3% -$25K 0.04% 502
2025
Q1 		$896K Buy
9,080
+6,382
+237% +$692K 0.04% 495
2024
Q4 		$303K Buy
2,698
+316
+13% +$33.8K 0.01% 755
2024
Q3 		$239K Buy
2,382
+140
+6% +$13.1K 0.01% 799
2024
Q2 		$204K Buy
+2,242
New +$199K 0.01% 803
2024
Q1 		– Sell
-3,338
Closed -$298K – 889
2023
Q4 		$298K Buy
3,338
+94
+3% +$7.79K 0.02% 682
2023
Q3 		$261K Buy
3,244
+114
+4% +$9.64K 0.02% 683
2023
Q2 		$266K Buy
3,130
+176
+6% +$13.5K 0.02% 695
2023
Q1 		$221K Sell
2,954
-1,714
-37% -$123K 0.01% 716
2022
Q4 		$301K Buy
4,668
+312
+7% +$21.8K 0.02% 629
2022
Q3 		$310K Buy
4,356
+426
+11% +$33.3K 0.02% 605
2022
Q2 		$270K Buy
3,930
+64
+2% +$5.04K 0.02% 659
2022
Q1 		$358K Buy
3,866
+36
+0.9% +$3.3K 0.02% 599
2021
Q4 		$392K Hold
3,830
– – 0.02% 594
2021
Q3 		$344K Hold
3,830
– – 0.02% 604
2021
Q2 		$342K Buy
3,830
+114
+3% +$9.93K 0.02% 591
2021
Q1 		$312K Buy
+3,716
New +$309K 0.02% 591

Other funds holding XLY

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
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM

Hennion & Walsh Asset Management's XLY Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 64% in Q2 2026, buying an estimated $666K and bringing the position to 14,548 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #425.

Hennion & Walsh Asset Management first reported a position in XLY in Q1 2021 and has held it in 21 quarters since. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Hennion & Walsh Asset Management held 14,548 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.71M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 5,704 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $666K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #425 holding.
  • Hennion & Walsh Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
  • 421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.