First Merchants Corp’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

First Merchants Corp’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	$6.54M	Buy	55,746 +418	+0.8%	+$48.8K	0.23%	96
2026 Q1	$6.03M	Sell	55,328 -1,222	-2%	-$143K	0.23%	104
2025 Q4	$6.75M	Sell	56,550 -404	-0.7%	-$47.9K	0.25%	94
2025 Q3	$6.82M	Sell	56,954 -5,622	-9%	-$643K	0.26%	94
2025 Q2	$6.8M	Sell	62,576 -1,810	-3%	-$185K	0.26%	95
2025 Q1	$6.36M	Sell	64,386 -118	-0.2%	-$12.8K	0.25%	103
2024 Q4	$7.24M	Sell	64,504 -602	-0.9%	-$64.4K	0.28%	90
2024 Q3	$6.52M	Buy	65,106 +146	+0.2%	+$13.6K	0.25%	100
2024 Q2	$5.92M	Sell	64,960 -284	-0.4%	-$25.2K	0.24%	104
2024 Q1	$6M	Sell	65,244 -3,350	-5%	-$298K	0.45%	75
2023 Q4	$6.13M	Sell	68,594 -860	-1%	-$71.2K	0.5%	66
2023 Q3	$5.59M	Buy	69,454 +1,156	+2%	+$97.7K	0.5%	66
2023 Q2	$5.8M	Buy	68,298 +432	+0.6%	+$33.1K	0.49%	75
2023 Q1	$5.07M	Buy	67,866 +7,750	+13%	+$556K	0.45%	78
2022 Q4	$3.88M	Sell	60,116 -1,482	-2%	-$103K	0.36%	94
2022 Q3	$4.39M	Buy	61,598 +8,622	+16%	+$675K	0.44%	78
2022 Q2	$3.64M	Sell	52,976 -42,418	-44%	-$3.34M	0.36%	89
2022 Q1	$8.82M	Sell	95,394 -956	-1%	-$87.6K	0.72%	40
2021 Q4	$9.85M	Buy	96,350 +1,642	+2%	+$164K	0.76%	38
2021 Q3	$8.5M	Buy	94,708 +3,198	+3%	+$291K	0.54%	44
2021 Q2	$8.17M	Buy	91,510 +7,324	+9%	+$638K	0.53%	46
2021 Q1	$7.08M	Buy	84,186 +5,252	+7%	+$437K	0.47%	51
2020 Q4	$6.34M	Buy	78,934 +6,208	+9%	+$479K	0.44%	55
2020 Q3	$5.34M	Buy	72,726 +13,526	+23%	+$957K	0.41%	57
2020 Q2	$3.78M	Buy	59,200 +10,312	+21%	+$608K	0.32%	80
2020 Q1	$2.4M	Buy	48,888 +1,026	+2%	+$60.6K	0.31%	98
2019 Q4	$3M	Sell	47,862 -3,948	-8%	-$240K	0.31%	103
2019 Q3	$3.13M	Buy	51,810 +47,462	+1,092%	+$2.86M	0.33%	95
2019 Q2	$259K	Buy	4,348 +80	+2%	+$4.68K	0.04%	192
2019 Q1	$243K	Buy	4,268 +170	+4%	+$9.22K	0.04%	189
2018 Q4	$203K	Sell	4,098 -202	-5%	-$10.7K	0.04%	194
2018 Q3	$252K	Buy	4,300 +202	+5%	+$11.5K	0.04%	198
2018 Q2	$224K	Buy	+4,098	New	+$217K	0.04%	200
2017 Q3	–	Sell	-12,542	Closed	-$562K	–	219
2017 Q2	$562K	Sell	12,542 -380	-3%	-$17K	0.16%	118
2017 Q1	$568K	Sell	12,922 -1,900	-13%	-$81.4K	0.16%	118
2016 Q4	$603K	Buy	14,822 +4,600	+45%	+$186K	0.18%	115
2016 Q3	$409K	Hold	10,222	–	–	0.13%	124
2016 Q2	$399K	Hold	10,222	–	–	0.13%	123
2016 Q1	$404K	Buy	+10,222	New	+$381K	0.14%	120
2015 Q4	–	Sell	-16,976	Closed	-$630K	–	137
2015 Q3	$630K	Buy	16,976 +1,994	+13%	+$76.6K	0.23%	111
2015 Q2	$573K	Buy	+14,982	New	+$573K	0.18%	116

Other funds holding XLY

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

EMAM

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return