AMG National Trust Bank’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

AMG National Trust Bank’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	$3.48M	Sell	29,661 -12,474	-30%	-$1.46M	0.07%	139
2026 Q1	$4.59M	Buy	42,135 +10,655	+34%	+$1.25M	0.1%	132
2025 Q4	$3.76M	Sell	31,480 -1,104	-3%	-$131K	0.09%	136
2025 Q3	$3.9M	Buy	32,584 +300	+0.9%	+$34.3K	0.09%	121
2025 Q2	$3.51M	Sell	32,284 -50	-0.2%	-$5.11K	0.09%	130
2025 Q1	$3.19M	Buy	32,334 +100	+0.3%	+$10.8K	0.09%	138
2024 Q4	$3.63M	Sell	32,234 -860	-3%	-$92K	0.1%	126
2024 Q3	$3.32M	Sell	33,094 -11,366	-26%	-$1.06M	0.09%	145
2024 Q2	$4.05M	Buy	44,460 +13,646	+44%	+$1.21M	0.11%	129
2024 Q1	$2.83M	Hold	30,814	–	–	0.08%	158
2023 Q4	$2.75M	Buy	30,814 +62	+0.2%	+$5.13K	0.09%	149
2023 Q3	$2.47M	Sell	30,752 -100	-0.3%	-$8.45K	0.09%	152
2023 Q2	$2.62M	Sell	30,852 -4	-0%	-$306	0.09%	148
2023 Q1	$2.31M	Sell	30,856 -900	-3%	-$64.5K	0.08%	166
2022 Q4	$2.05M	Sell	31,756 -10,766	-25%	-$751K	0.07%	161
2022 Q3	$3.03M	Buy	42,522 +10,806	+34%	+$845K	0.11%	124
2022 Q2	$2.45M	Sell	31,716 -410	-1%	-$32.3K	0.09%	146
2022 Q1	$2.97M	Sell	32,126 -3,350	-9%	-$307K	0.09%	135
2021 Q4	$3.63M	Buy	35,476 +1,028	+3%	+$102K	0.11%	117
2021 Q3	$3.09M	Sell	34,448 -400	-1%	-$36.3K	0.1%	127
2021 Q2	$3.11M	Sell	34,848 -2,334	-6%	-$203K	0.1%	122
2021 Q1	$3.13M	Sell	37,182 -356	-0.9%	-$29.6K	0.11%	113
2020 Q4	$3.02M	Sell	37,538 -842	-2%	-$64.9K	0.11%	127
2020 Q3	$2.82M	Sell	38,380 -600	-2%	-$42.5K	0.12%	124
2020 Q2	$2.49M	Buy	+38,980	New	+$2.3M	0.11%	130

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AMG National Trust Bank's XLY Position: Q2 2026 in Review

AMG National Trust Bank reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 30% in Q2 2026, selling an estimated $1.46M and leaving 29,661 shares worth $3.48M. The position accounts for 0.07% of the portfolio, ranked #139.

AMG National Trust Bank first reported a position in XLY in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.59M in Q1 2026. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

AMG National Trust Bank held 29,661 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.48M as of Q2 2026.
AMG National Trust Bank sold 12,474 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.46M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of AMG National Trust Bank's portfolio in Q2 2026, its #139 holding.
AMG National Trust Bank first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
AMG National Trust Bank's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.59M in Q1 2026.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.