Modern Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Modern Wealth Management's XLY Position: Q2 2026 in Review
Modern Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 39% in Q2 2026, buying an estimated $222K and bringing the position to 6,737 shares worth $790K. The position accounts for 0.01% of the portfolio, ranked #575.
Modern Wealth Management first reported a position in XLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $997K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Modern Wealth Management held 6,737 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $790K as of Q2 2026.
- Modern Wealth Management bought 1,898 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $222K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #575 holding.
- Modern Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
- Modern Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $997K in Q4 2025.
- 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.