Wetzel Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Wetzel Investment Advisors’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	$254K	Buy	2,334 +42	+2%	+$4.83K	0.09%	115
2026 Q2	$269K	Sell	2,292 -161	-7%	-$18.8K	0.09%	113
2026 Q1	$267K	Sell	2,453 -5	-0.2%	-$584	0.11%	112
2025 Q4	$294K	Buy	2,458 +8	+0.3%	+$949	0.12%	104
2025 Q3	$294K	Sell	2,450 -356	-13%	-$40.7K	0.13%	98
2025 Q2	$305K	Sell	2,806 -24	-0.8%	-$2.45K	0.14%	95
2025 Q1	$279K	Hold	2,830	–	–	0.14%	101
2024 Q4	$317K	Buy	2,830 +64	+2%	+$6.84K	0.16%	93
2024 Q3	$277K	Buy	2,766 +162	+6%	+$15.1K	0.14%	99
2024 Q2	$239K	Hold	2,604	–	–	0.14%	104
2024 Q1	$223K	Buy	2,604 +152	+6%	+$13.5K	0.13%	105
2023 Q4	$219K	Buy	+2,452	New	+$203K	0.13%	104

Other funds holding XLY

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Wetzel Investment Advisors's XLY Position: Q3 2026 in Review

Wetzel Investment Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.8% in Q3 2026, buying an estimated $4.83K and bringing the position to 2,334 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #115.

Wetzel Investment Advisors first reported a position in XLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $317K in Q4 2024. 183 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Wetzel Investment Advisors held 2,334 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $254K as of Q3 2026.
Wetzel Investment Advisors bought 42 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $4.83K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Wetzel Investment Advisors's portfolio in Q3 2026, its #115 holding.
Wetzel Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
Wetzel Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $317K in Q4 2024.
183 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Wetzel Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.