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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
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
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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