Lodestone Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Lodestone Wealth Management's XLY Position: Q2 2026 in Review
Lodestone Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 11% in Q2 2026, buying an estimated $25.1K and bringing the position to 2,128 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #166.
Lodestone Wealth Management first reported a position in XLY in Q3 2023 and has held it in 7 quarters since. The position peaked at $271K in Q2 2024. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Lodestone Wealth Management held 2,128 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $250K as of Q2 2026.
- Lodestone Wealth Management bought 215 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $25.1K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Lodestone Wealth Management's portfolio in Q2 2026, its #166 holding.
- Lodestone Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2023 and has held it in 7 quarters since.
- Lodestone Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $271K in Q2 2024.
- 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.