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

Fiduciary 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	$524K	Sell	4,810 -96	-2%	-$11.2K	0.01%	562
2025 Q4	$586K	Sell	4,906 -1,154	-19%	-$137K	0.01%	518
2025 Q3	$726K	Buy	6,060 +20	+0.3%	+$2.29K	0.01%	484
2025 Q2	$656K	Sell	6,040 -784	-11%	-$80.2K	0.01%	480
2025 Q1	$674K	Buy	6,824 +1,182	+21%	+$128K	0.01%	471
2024 Q4	$633K	Buy	5,642 +218	+4%	+$23.3K	0.01%	446
2024 Q3	$543K	Sell	5,424 -370	-6%	-$34.6K	0.01%	465
2024 Q2	$528K	Hold	5,794	–	–	0.01%	442
2024 Q1	$533K	Hold	5,794	–	–	0.01%	448
2023 Q4	$518K	Hold	5,794	–	–	0.01%	441
2023 Q3	$466K	Sell	5,794 -10	-0.2%	-$845	0.01%	448
2023 Q2	$493K	Hold	5,804	–	–	0.01%	444
2023 Q1	$434K	Sell	5,804 -2,470	-30%	-$177K	0.01%	467
2022 Q4	$534K	Buy	8,274 +2,160	+35%	+$151K	0.01%	439
2022 Q3	$435K	Hold	6,114	–	–	0.01%	453
2022 Q2	$420K	Hold	6,114	–	–	0.01%	476
2022 Q1	$566K	Sell	6,114 -612	-9%	-$56.1K	0.01%	455
2021 Q4	$688K	Hold	6,726	–	–	0.01%	417
2021 Q3	$604K	Buy	6,726 +890	+15%	+$80.8K	0.01%	430
2021 Q2	$521K	Hold	5,836	–	–	0.01%	458
2021 Q1	$490K	Hold	5,836	–	–	0.01%	455
2020 Q4	$469K	Buy	5,836 +160	+3%	+$12.3K	0.01%	441
2020 Q3	$417K	Sell	5,676 -7,200	-56%	-$510K	0.01%	427
2020 Q2	$823K	Buy	12,876 +2,662	+26%	+$157K	0.02%	302
2020 Q1	$501K	Buy	10,214 +6,120	+149%	+$361K	0.01%	350
2019 Q4	$257K	Buy	+4,094	New	+$249K	0.01%	470

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

Fiduciary Trust's XLY Position: Q1 2026 in Review

Fiduciary Trust reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2% in Q1 2026, selling an estimated $11.2K and leaving 4,810 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #562.

Fiduciary Trust first reported a position in XLY in Q4 2019 and has held it in 26 quarters since. The position peaked at $823K in Q2 2020. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Fiduciary Trust held 4,810 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $524K as of Q1 2026.
Fiduciary Trust sold 96 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $11.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #562 holding.
Fiduciary Trust first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Fiduciary Trust's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $823K in Q2 2020.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.