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

Wealth Enhancement Trust 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 		$457K Hold
3,896
– – 0.05% 214
2026
Q1 		$425K Sell
3,896
-1,230
-24% -$144K 0.05% 215
2025
Q4 		$612K Buy
+5,126
New +$608K 0.08% 186

Other funds holding XLY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

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

Wealth Enhancement Trust Services held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 3,896 shares worth $457K. The position accounts for 0.05% of the portfolio, ranked #214.

Wealth Enhancement Trust Services first reported a position in XLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $612K in Q4 2025. 1,053 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Wealth Enhancement Trust Services held 3,896 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $457K as of Q2 2026.
  • Wealth Enhancement Trust Services 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 0.05% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #214 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $612K in Q4 2025.
  • 1,053 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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