IHT Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

IHT Wealth 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	$9.29M	Sell	79,207 -1,879	-2%	-$219K	0.2%	99
2026 Q1	$8.84M	Sell	81,086 -3,765	-4%	-$440K	0.21%	95
2025 Q4	$10.1M	Buy	84,851 +3,879	+5%	+$460K	0.25%	88
2025 Q3	$9.7M	Sell	80,972 -300	-0.4%	-$34.3K	0.25%	91
2025 Q2	$8.83M	Sell	81,272 -7,292	-8%	-$746K	0.24%	91
2025 Q1	$8.76M	Buy	88,564 +812	+0.9%	+$88.1K	0.27%	80
2024 Q4	$9.84M	Sell	87,752 -88	-0.1%	-$9.41K	0.32%	66
2024 Q3	$8.83M	Buy	87,840 +3,362	+4%	+$314K	0.25%	80
2024 Q2	$7.68M	Sell	84,478 -54,710	-39%	-$4.86M	0.29%	67
2024 Q1	$12.8M	Buy	139,188 +13,528	+11%	+$1.2M	0.51%	33
2023 Q4	$11.2M	Buy	125,660 +4,726	+4%	+$391K	0.5%	35
2023 Q3	$9.73M	Buy	120,934 +60,672	+101%	+$5.13M	0.49%	33
2023 Q2	$5.12M	Sell	60,262 -7,626	-11%	-$584K	0.27%	80
2023 Q1	$5.08M	Buy	67,888 +4,836	+8%	+$347K	0.29%	74
2022 Q4	$4.07M	Buy	63,052 +3,060	+5%	+$213K	0.26%	88
2022 Q3	$4.27M	Buy	59,992 +15,130	+34%	+$1.18M	0.32%	61
2022 Q2	$3.08M	Buy	44,862 +2,352	+6%	+$185K	0.27%	79
2022 Q1	$3.93M	Sell	42,510 -11,856	-22%	-$1.09M	0.3%	68
2021 Q4	$5.56M	Buy	54,366 +2,112	+4%	+$210K	0.41%	42
2021 Q3	$4.69M	Sell	52,254 -1,972	-4%	-$179K	0.38%	52
2021 Q2	$4.84M	Buy	54,226 +2,810	+5%	+$245K	0.31%	65
2021 Q1	$4.32M	Buy	51,416 +2,650	+5%	+$220K	0.31%	67
2020 Q4	$3.92M	Buy	48,766 +3,400	+7%	+$262K	0.33%	64
2020 Q3	$3.33M	Buy	45,366 +4,564	+11%	+$323K	0.33%	62
2020 Q2	$2.6M	Sell	40,802 -734	-2%	-$43.3K	0.36%	63
2020 Q1	$2.04M	Buy	41,536 +13,200	+47%	+$779K	0.29%	85
2019 Q4	$1.78M	Buy	28,336 +2,540	+10%	+$155K	0.21%	114
2019 Q3	$1.56M	Sell	25,796 -622	-2%	-$37.5K	0.21%	116
2019 Q2	$1.57M	Sell	26,418 -2,320	-8%	-$136K	0.23%	104
2019 Q1	$1.64M	Buy	28,738 +4,594	+19%	+$249K	0.27%	90
2018 Q4	$1.2M	Buy	24,144 +490	+2%	+$25.9K	0.23%	111
2018 Q3	$1.39M	Buy	23,654 +2,234	+10%	+$127K	0.3%	89
2018 Q2	$1.17M	Buy	21,420 +2,450	+13%	+$129K	0.3%	92
2018 Q1	$934K	Buy	18,970 +2,632	+16%	+$137K	0.25%	97
2017 Q4	$832K	Buy	16,338 +10	+0.1%	+$471	0.22%	117
2017 Q3	$746K	Sell	16,328 -604	-4%	-$27.2K	0.32%	82
2017 Q2	$1.06M	Buy	16,932 +152	+0.9%	+$6.81K	0.51%	42
2017 Q1	$732K	Buy	16,780 +330	+2%	+$14.1K	0.49%	45
2016 Q4	$673K	Buy	+16,450	New	+$664K	0.51%	46

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

IHT Wealth Management's XLY Position: Q2 2026 in Review

IHT Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.3% in Q2 2026, selling an estimated $219K and leaving 79,207 shares worth $9.29M. The position accounts for 0.2% of the portfolio, ranked #99.

IHT Wealth Management first reported a position in XLY in Q4 2016 and has held it in 39 quarters since. The position peaked at $12.8M in Q1 2024. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

IHT Wealth Management held 79,207 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $9.29M as of Q2 2026.
IHT Wealth Management sold 1,879 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $219K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.2% of IHT Wealth Management's portfolio in Q2 2026, its #99 holding.
IHT Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
IHT Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $12.8M in Q1 2024.
1,306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.