Henson-Edgewater Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Henson-Edgewater 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	$1.22M	Hold	10,310	–	–	0.63%	31
2026 Q1	$1.12M	Hold	10,310	–	–	0.71%	31
2025 Q4	$1.23M	Buy	+10,310	New	+$1.22M	0.73%	33

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Henson-Edgewater Management's XLY Position: Q2 2026 in Review

Henson-Edgewater Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 10,310 shares worth $1.22M. The position accounts for 0.63% of the portfolio, ranked #31.

Henson-Edgewater Management first reported a position in XLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q4 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Henson-Edgewater Management held 10,310 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.22M as of Q2 2026.
Henson-Edgewater Management 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 0.63% of Henson-Edgewater Management's portfolio in Q2 2026, its #31 holding.
Henson-Edgewater Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Henson-Edgewater Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.23M in Q4 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Henson-Edgewater Management's 13F filing for Q2 2026, filed 18 Aug 2026.