Wealth Enhancement Advisory Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Wealth Enhancement Advisory Services’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	$8.18M	Buy	69,741 +6,899	+11%	+$805K	0.01%	767
2026 Q1	$6.8M	Sell	62,842 -43,723	-41%	-$5.11M	0.01%	744
2025 Q4	$12.9M	Sell	106,565 -3,859	-3%	-$458K	0.02%	614
2025 Q3	$13M	Buy	110,424 +2,970	+3%	+$340K	0.02%	562
2025 Q2	$11.9M	Buy	107,454 +6,054	+6%	+$619K	0.02%	579
2025 Q1	$10M	Sell	101,400 -17,372	-15%	-$1.88M	0.02%	575
2024 Q4	$13.3M	Buy	118,772 +44,032	+59%	+$4.71M	0.03%	484
2024 Q3	$7.49M	Sell	74,740 -11,730	-14%	-$1.1M	0.02%	603
2024 Q2	$7.89M	Sell	86,470 -7,170	-8%	-$637K	0.02%	553
2024 Q1	$8.61M	Sell	93,640 -5,238	-5%	-$466K	0.02%	518
2023 Q4	$8.84M	Sell	98,878 -4,096	-4%	-$339K	0.03%	469
2023 Q3	$8.29M	Buy	102,974 +93,934	+1,039%	+$7.94M	0.03%	451
2023 Q2	$768K	Sell	9,040 -6,046	-40%	-$463K	0.01%	299
2023 Q1	$1.13M	Buy	15,086 +220	+1%	+$15.8K	0.01%	295
2022 Q4	$1.08M	Buy	14,866 +420	+3%	+$29.3K	0.01%	212
2022 Q3	$1.02M	Buy	14,446 +1,136	+9%	+$88.9K	0.01%	234
2022 Q2	$974K	Buy	13,310 +4,240	+47%	+$334K	0.01%	248
2022 Q1	$859K	Sell	9,070 -2,424	-21%	-$222K	0.01%	247
2021 Q4	$1.05M	Buy	11,494 +832	+8%	+$82.9K	0.02%	216
2021 Q3	$1.05M	Buy	10,662 +2,358	+28%	+$214K	0.02%	210
2021 Q2	$748K	Buy	8,304 +120	+1%	+$10.4K	0.01%	215
2021 Q1	$712K	Buy	+8,184	New	+$681K	0.01%	213

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services's XLY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 11% in Q2 2026, buying an estimated $805K and bringing the position to 69,741 shares worth $8.18M. The position accounts for 0.01% of the portfolio, ranked #767.

Wealth Enhancement Advisory Services first reported a position in XLY in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.3M in Q4 2024. 1,310 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Wealth Enhancement Advisory Services held 69,741 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $8.18M as of Q2 2026.
Wealth Enhancement Advisory Services bought 6,899 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $805K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #767 holding.
Wealth Enhancement Advisory Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Wealth Enhancement Advisory Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $13.3M in Q4 2024.
1,310 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.