Williams Jones Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIH
HIIFS
WA
FMI
RIG
Williams Jones Wealth Management's XLY Position: Q2 2026 in Review
Williams Jones Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 8,060 shares worth $945K. The position accounts for 0.01% of the portfolio, ranked #274.
Williams Jones Wealth Management first reported a position in XLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $966K in Q3 2025. 757 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Williams Jones Wealth Management held 8,060 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $945K as of Q2 2026.
- Williams Jones Wealth Management 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 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #274 holding.
- Williams Jones Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
- Williams Jones Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $966K in Q3 2025.
- 757 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.