WIA
XLY icon

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
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

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM

Wetzel Investment Advisors's XLY Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 6.6% in Q2 2026, selling an estimated $18.8K and leaving 2,292 shares worth $269K. The position accounts for 0.09% of the portfolio, ranked #113.

Wetzel Investment Advisors first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $317K in Q4 2024. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Wetzel Investment Advisors held 2,292 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $269K as of Q2 2026.
  • Wetzel Investment Advisors sold 161 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $18.8K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Wetzel Investment Advisors's portfolio in Q2 2026, its #113 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 11 quarters since.
  • Wetzel Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $317K in Q4 2024.
  • 421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.