Total Wealth Planning & Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Total Wealth Planning & Management's XLY Position: Q2 2026 in Review
Total Wealth Planning & Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 2,658 shares worth $312K. The stake represents 0.21% of the portfolio and ranks #166 among its holdings. This is a return to the name: Total Wealth Planning & Management previously reported a position in XLY as recently as Q4 2025.
Total Wealth Planning & Management first reported a position in XLY in Q4 2024 and has held it in 4 quarters since. The position peaked at $442K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Total Wealth Planning & Management held 2,658 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $312K as of Q2 2026.
- State Street Consumer Discretionary Select Sector SPDR ETF was a new Total Wealth Planning & Management position in Q2 2026.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.21% of Total Wealth Planning & Management's portfolio in Q2 2026, its #166 holding.
- Total Wealth Planning & Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
- Total Wealth Planning & Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $442K in Q4 2025.
- 1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.