Chevy Chase Trust’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Chevy Chase Trust’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	$1.61M	Buy	13,698 +7,718	+129%	+$901K	﹤0.01%	561
2026 Q1	$652K	Sell	5,980 -84	-1%	-$9.82K	﹤0.01%	591
2025 Q4	$724K	Buy	6,064 +40	+0.7%	+$4.74K	﹤0.01%	588
2025 Q3	$722K	Sell	6,024 -450	-7%	-$51.5K	﹤0.01%	582
2025 Q2	$703K	Sell	6,474 -978	-13%	-$100K	﹤0.01%	586
2025 Q1	$736K	Sell	7,452 -2,370	-24%	-$257K	﹤0.01%	581
2024 Q4	$1.1M	Sell	9,822 -1,600	-14%	-$171K	﹤0.01%	570
2024 Q3	$1.14M	Buy	11,422 +6,800	+147%	+$636K	﹤0.01%	560
2024 Q2	$422K	Hold	4,622	–	–	﹤0.01%	583
2024 Q1	$425K	Sell	4,622 -1,126	-20%	-$100K	﹤0.01%	583
2023 Q4	$514K	Buy	5,748 +832	+17%	+$68.9K	﹤0.01%	582
2023 Q3	$396K	Hold	4,916	–	–	﹤0.01%	583
2023 Q2	$417K	Buy	+4,916	New	+$376K	﹤0.01%	586
2023 Q1	–	Sell	-41,490	Closed	-$2.68M	–	662
2022 Q4	$2.68M	Buy	41,490 +38,088	+1,120%	+$2.66M	0.01%	545
2022 Q3	$242K	Hold	3,402	–	–	﹤0.01%	610
2022 Q2	$234K	Sell	3,402 -6,714	-66%	-$529K	﹤0.01%	616
2022 Q1	$936K	Sell	10,116 -3,378	-25%	-$309K	﹤0.01%	572
2021 Q4	$1.38M	Buy	13,494 +9,774	+263%	+$974K	﹤0.01%	573
2021 Q3	$334K	Sell	3,720 -278	-7%	-$25.3K	﹤0.01%	621
2021 Q2	$357K	Buy	3,998 +644	+19%	+$56.1K	﹤0.01%	629
2021 Q1	$282K	Sell	3,354 -246	-7%	-$20.5K	﹤0.01%	641
2020 Q4	$289K	Sell	3,600 -750	-17%	-$57.8K	﹤0.01%	626
2020 Q3	$320K	Sell	4,350 -462	-10%	-$32.7K	﹤0.01%	606
2020 Q2	$307K	Buy	4,812 +462	+11%	+$27.2K	﹤0.01%	607
2020 Q1	$214K	Buy	4,350 +334	+8%	+$19.7K	﹤0.01%	615
2019 Q4	$252K	Hold	4,016	–	–	﹤0.01%	644
2019 Q3	$242K	Sell	4,016 -800	-17%	-$48.2K	﹤0.01%	628
2019 Q2	$287K	Buy	4,816 +302	+7%	+$17.7K	﹤0.01%	624
2019 Q1	$271K	Sell	4,514 -3,304	-42%	-$179K	﹤0.01%	628
2018 Q4	$387K	Buy	7,818 +1,706	+28%	+$90.2K	﹤0.01%	618
2018 Q3	$358K	Sell	6,112 -16	-0.3%	-$911	﹤0.01%	607
2018 Q2	$335K	Sell	6,128 -490	-7%	-$25.9K	﹤0.01%	618
2018 Q1	$335K	Sell	6,618 -766	-10%	-$39.9K	﹤0.01%	609
2017 Q4	$364K	Buy	+7,384	New	+$347K	﹤0.01%	615
2017 Q3	–	Sell	-5,200	Closed	-$233K	–	697
2017 Q2	$233K	Buy	+5,200	New	+$233K	﹤0.01%	628
2017 Q1	–	Sell	-74,606	Closed	-$3.04M	–	678
2016 Q4	$3.04M	Buy	+74,606	New	+$3.01M	0.02%	524
2016 Q2	–	Sell	-5,570	Closed	-$220K	–	667
2016 Q1	$220K	Buy	+5,570	New	+$208K	﹤0.01%	624
2015 Q4	–	Sell	-7,844	Closed	-$291K	–	670
2015 Q3	$291K	Buy	7,844 +1,244	+19%	+$47.8K	﹤0.01%	610
2015 Q2	$252K	Hold	6,600	–	–	﹤0.01%	627
2015 Q1	$249K	Sell	6,600 -1,140	-15%	-$41.9K	﹤0.01%	630
2014 Q4	$279K	Buy	+7,740	New	+$265K	﹤0.01%	636

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

Chevy Chase Trust's XLY Position: Q2 2026 in Review

Chevy Chase Trust increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 129% in Q2 2026, buying an estimated $901K and bringing the position to 13,698 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Chevy Chase Trust first reported a position in XLY in Q4 2014 and has held it in 41 quarters since. The position peaked at $3.04M in Q4 2016. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Chevy Chase Trust held 13,698 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.61M as of Q2 2026.
Chevy Chase Trust bought 7,718 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $901K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #561 holding.
Chevy Chase Trust first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and has held it in 41 quarters since.
Chevy Chase Trust's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.04M in Q4 2016.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.