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

Smallwood Wealth Investment Management’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 		$18.8K Hold
160
– – 0.01% 282
2026
Q1 		$17.4K Hold
160
– – 0.01% 272
2025
Q4 		$19.1K Hold
160
– – 0.01% 260
2025
Q3 		$19.2K Hold
160
– – 0.01% 268
2025
Q2 		$17.4K Buy
+160
New +$16.4K 0.01% 265

Other funds holding XLY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Smallwood Wealth Investment Management's XLY Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 160 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #282.

Smallwood Wealth Investment Management first reported a position in XLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $19.2K in Q3 2025. 757 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Smallwood Wealth Investment Management held 160 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $18.8K as of Q2 2026.
  • Smallwood Wealth Investment Management 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 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #282 holding.
  • Smallwood Wealth Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • Smallwood Wealth Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $19.2K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.