Summit Wealth Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Summit Wealth Partners's XLY Position: Q2 2026 in Review
Summit Wealth Partners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3% in Q2 2026, buying an estimated $41.3K and bringing the position to 12,242 shares worth $1.44M. The position accounts for 0.2% of the portfolio, ranked #83.
Summit Wealth Partners first reported a position in XLY in Q1 2026 and has held it in 2 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Summit Wealth Partners held 12,242 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.44M as of Q2 2026.
- Summit Wealth Partners bought 354 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $41.3K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.2% of Summit Wealth Partners's portfolio in Q2 2026, its #83 holding.
- Summit Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.