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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$206K Buy
+1,888
New +$221K 0.27% 60
2025
Q2
$268K Buy
+4,576
New +$468K 0.32% 50

Other funds holding XLY

Omnitrust Wealth Management's XLY Position: Q1 2026 in Review

Omnitrust Wealth Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026: 1,888 shares worth $206K. The stake represents 0.27% of the portfolio and ranks #60 among its holdings. This is a return to the name: Omnitrust Wealth Management previously reported a position in XLY as recently as Q2 2025.

Omnitrust Wealth Management first reported a position in XLY in Q2 2025 and has held it in 2 quarters since. The position peaked at $268K in Q2 2025. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Omnitrust Wealth Management held 1,888 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $206K as of Q1 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new Omnitrust Wealth Management position in Q1 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.27% of Omnitrust Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Omnitrust Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and has held it in 2 quarters since.
  • Omnitrust Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $268K in Q2 2025.
  • 1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.