Dorsey & Whitney Trust’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Dorsey & Whitney 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 Q1	$2.9M	Sell	26,616 -4,346	-14%	-$508K	0.16%	127
2025 Q4	$3.7M	Hold	30,962	–	–	0.2%	111
2025 Q3	$3.71M	Buy	30,962 +1,318	+4%	+$151K	0.2%	107
2025 Q2	$3.22M	Sell	29,644 -2,714	-8%	-$278K	0.17%	119
2025 Q1	$3.19M	Buy	32,358 +5,810	+22%	+$630K	0.18%	113
2024 Q4	$2.98M	Buy	26,548 +8,042	+43%	+$860K	0.16%	123
2024 Q3	$1.85M	Sell	18,506 -56	-0.3%	-$5.24K	0.1%	169
2024 Q2	$1.69M	Buy	18,562 +240	+1%	+$21.3K	0.12%	149
2024 Q1	$1.68M	Sell	18,322 -2	-0%	-$178	0.12%	153
2023 Q4	$1.64M	Buy	18,324 +332	+2%	+$27.5K	0.13%	153
2023 Q3	$1.45M	Buy	17,992 +20	+0.1%	+$1.69K	0.13%	149
2023 Q2	$1.53M	Buy	+17,972	New	+$1.38M	0.13%	155
2023 Q1	–	Sell	-10,402	Closed	-$672K	–	607
2022 Q4	$672K	Hold	10,402	–	–	0.07%	247
2022 Q3	$741K	Buy	10,402 +246	+2%	+$19.2K	0.08%	227
2022 Q2	$698K	Sell	10,156 -11,492	-53%	-$905K	0.07%	233
2022 Q1	$2M	Sell	21,648 -1,320	-6%	-$121K	0.18%	121
2021 Q4	$2.35M	Buy	22,968 +970	+4%	+$96.6K	0.2%	110
2021 Q3	$1.97M	Hold	21,998	–	–	0.18%	121
2021 Q2	$1.96M	Buy	21,998 +860	+4%	+$74.9K	0.19%	121
2021 Q1	$1.78M	Buy	21,138 +9,490	+81%	+$789K	0.18%	124
2020 Q4	$936K	Hold	11,648	–	–	0.11%	167
2020 Q3	$856K	Hold	11,648	–	–	0.11%	164
2020 Q2	$744K	Buy	11,648 +198	+2%	+$11.7K	0.1%	172
2020 Q1	$562K	Sell	11,450 -504	-4%	-$29.8K	0.09%	184
2019 Q4	$749K	Hold	11,954	–	–	0.1%	176
2019 Q3	$721K	Sell	11,954 -400	-3%	-$24.1K	0.11%	167
2019 Q2	$736K	Buy	+12,354	New	+$723K	0.11%	160

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Dorsey & Whitney Trust's XLY Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 14% in Q1 2026, selling an estimated $508K and leaving 26,616 shares worth $2.9M. The position accounts for 0.16% of the portfolio, ranked #127.

Dorsey & Whitney Trust first reported a position in XLY in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.71M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Dorsey & Whitney Trust held 26,616 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.9M as of Q1 2026.
Dorsey & Whitney Trust sold 4,346 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $508K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.16% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #127 holding.
Dorsey & Whitney Trust first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2019 and has held it in 27 quarters since.
Dorsey & Whitney Trust's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.71M in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.