Welch Group
XLY icon

Welch Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Welch Group’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
Q3 		$312K Buy
+2,862
New +$329K 0.01% 251

Other funds holding XLY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Welch Group's XLY Position: Q3 2026 in Review

Welch Group opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2026: 2,862 shares worth $312K. The stake represents 0.01% of the portfolio and ranks #251 among its holdings.

808 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

  • Welch Group held 2,862 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $312K as of Q3 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new Welch Group position in Q3 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Welch Group's portfolio in Q3 2026, its #251 holding.
  • 808 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.