Phillips Wealth Planners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Phillips Wealth Planners's XLY Position: Q2 2026 in Review
Phillips Wealth Planners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.4% in Q2 2026, buying an estimated $23.9K and bringing the position to 3,970 shares worth $466K. The position accounts for 0.34% of the portfolio, ranked #89.
Phillips Wealth Planners first reported a position in XLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $854K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Phillips Wealth Planners held 3,970 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $466K as of Q2 2026.
- Phillips Wealth Planners bought 205 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $23.9K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.34% of Phillips Wealth Planners's portfolio in Q2 2026, its #89 holding.
- Phillips Wealth Planners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
- Phillips Wealth Planners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $854K in Q3 2025.
- 1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.