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

Pension & Wealth Management Advisors’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	$313K	Hold	2,670	–	–	0.08%	143
2026 Q1	$291K	Hold	2,670	–	–	0.09%	136
2025 Q4	$319K	Hold	2,670	–	–	0.09%	131
2025 Q3	$320K	Hold	2,670	–	–	0.1%	115
2025 Q2	$290K	Hold	2,670	–	–	0.1%	115
2025 Q1	$264K	Buy	2,670 +2,190	+456%	+$237K	0.1%	119
2024 Q4	$53.9K	Buy	+480	New	+$51.3K	0.02%	252

Other funds holding XLY

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pension & Wealth Management Advisors's XLY Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,670 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #143.

Pension & Wealth Management Advisors first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $320K in Q3 2025. 1,259 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Pension & Wealth Management Advisors held 2,670 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $313K as of Q2 2026.
Pension & Wealth Management Advisors 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 0.08% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #143 holding.
Pension & Wealth Management Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Pension & Wealth Management Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $320K in Q3 2025.
1,259 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.