SHP Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
SHP Wealth Management's XLY Position: Q2 2026 in Review
SHP Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 11% in Q2 2026, buying an estimated $8.4K and bringing the position to 732 shares worth $85.9K. The position accounts for 0.01% of the portfolio, ranked #434.
SHP Wealth Management first reported a position in XLY in Q4 2025 and has held it in 3 quarters since. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- SHP Wealth Management held 732 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $85.9K as of Q2 2026.
- SHP Wealth Management bought 72 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $8.4K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #434 holding.
- SHP Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- 1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.