First United Bank & Trust’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

First United Bank & 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	$353K	Sell	3,008 -67	-2%	-$7.82K	0.1%	122
2026 Q1	$335K	Sell	3,075 -125	-4%	-$14.6K	0.11%	117
2025 Q4	$382K	Hold	3,200	–	–	0.12%	116
2025 Q3	$383K	Sell	3,200 -2,000	-38%	-$229K	0.12%	115
2025 Q2	$565K	Sell	5,200 -40	-0.8%	-$4.09K	0.2%	94
2025 Q1	$517K	Sell	5,240 -290	-5%	-$31.4K	0.19%	91
2024 Q4	$620K	Sell	5,530 -200	-3%	-$21.4K	0.23%	88
2024 Q3	$574K	Sell	5,730 -520	-8%	-$48.6K	0.21%	91
2024 Q2	$570K	Sell	6,250 -390	-6%	-$34.6K	0.21%	96
2024 Q1	$611K	Sell	6,640 -420	-6%	-$37.4K	0.23%	92
2023 Q4	$631K	Sell	7,060 -210	-3%	-$17.4K	0.25%	83
2023 Q3	$585K	Sell	7,270 -10	-0.1%	-$845	0.27%	89
2023 Q2	$618K	Buy	7,280 +2,230	+44%	+$171K	0.27%	86
2023 Q1	$378K	Sell	5,050 -120	-2%	-$8.6K	0.18%	112
2022 Q4	$334K	Sell	5,170 -486	-9%	-$33.9K	0.16%	112
2022 Q3	$403K	Sell	5,656 -930	-14%	-$72.8K	0.2%	105
2022 Q2	$453K	Sell	6,586 -514	-7%	-$40.5K	0.21%	106
2022 Q1	$657K	Sell	7,100 -800	-10%	-$73.3K	0.26%	92
2021 Q4	$808K	Buy	7,900 +140	+2%	+$13.9K	0.3%	88
2021 Q3	$696K	Buy	7,760 +270	+4%	+$24.5K	0.28%	87
2021 Q2	$669K	Sell	7,490 -1,190	-14%	-$104K	0.28%	87
2021 Q1	$729K	Sell	8,680 -750	-8%	-$62.4K	0.31%	82
2020 Q4	$758K	Sell	9,430 -4,320	-31%	-$333K	0.37%	77
2020 Q3	$1.01M	Sell	13,750 -4,620	-25%	-$327K	0.57%	62
2020 Q2	$1.17M	Sell	18,370 -2,690	-13%	-$159K	0.69%	49
2020 Q1	$1.03M	Buy	21,060 +2,826	+15%	+$167K	0.74%	47
2019 Q4	$1.14M	Sell	18,234 -1,120	-6%	-$68.1K	0.66%	54
2019 Q3	$1.17M	Sell	19,354 -6,156	-24%	-$371K	0.73%	53
2019 Q2	$1.52M	Sell	25,510 -480	-2%	-$28.1K	0.9%	42
2019 Q1	$1.48M	Sell	25,990 -78	-0.3%	-$4.23K	0.91%	39
2018 Q4	$1.29M	Buy	26,068 +2,430	+10%	+$128K	0.9%	44
2018 Q3	$1.39M	Buy	23,638 +640	+3%	+$36.4K	0.87%	49
2018 Q2	$1.26M	Sell	22,998 -400	-2%	-$21.1K	0.83%	51
2018 Q1	$1.19M	Buy	23,398 +1,558	+7%	+$81.2K	0.78%	53
2017 Q4	$1.08M	Sell	21,840 -3,650	-14%	-$172K	0.7%	56
2017 Q3	$1.15M	Sell	25,490 -600	-2%	-$27K	0.77%	53
2017 Q2	$1.17M	Sell	26,090 -854	-3%	-$38.2K	0.79%	49
2017 Q1	$1.19M	Sell	26,944 -1,430	-5%	-$61.2K	0.83%	45
2016 Q4	$1.16M	Sell	28,374 -920	-3%	-$37.2K	0.87%	40
2016 Q3	$1.17M	Sell	29,294 -50	-0.2%	-$2.01K	0.97%	37
2016 Q2	$1.15M	Sell	29,344 -740	-2%	-$29.1K	0.99%	35
2016 Q1	$1.19M	Buy	30,084 +3,190	+12%	+$119K	1.09%	32
2015 Q4	$1.05M	Buy	26,894 +2,770	+11%	+$110K	0.95%	39
2015 Q3	$896K	Sell	24,124 -640	-3%	-$24.6K	0.87%	40
2015 Q2	$947K	Buy	24,764 +3,300	+15%	+$126K	0.86%	39
2015 Q1	$809K	Buy	21,464 +1,768	+9%	+$65K	0.73%	51
2014 Q4	$711K	Buy	19,696 +2,008	+11%	+$68.8K	0.68%	54
2014 Q3	$590K	Buy	17,688 +890	+5%	+$30.1K	0.6%	61
2014 Q2	$561K	Sell	16,798 -3,180	-16%	-$103K	0.58%	63
2014 Q1	$646K	Sell	19,978 -7,130	-26%	-$232K	0.7%	60
2013 Q4	$906K	Buy	27,108 +1,670	+7%	+$53.1K	1%	44
2013 Q3	$771K	Buy	25,438 +910	+4%	+$27K	0.93%	48
2013 Q2	$692K	Buy	+24,528	New	+$679K	0.93%	46

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B 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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

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

LFS

Lighthouse Financial Services Brea, California $476M AUM

First United Bank & Trust's XLY Position: Q2 2026 in Review

First United Bank & Trust reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.2% in Q2 2026, selling an estimated $7.82K and leaving 3,008 shares worth $353K. The position accounts for 0.1% of the portfolio, ranked #122.

First United Bank & Trust first reported a position in XLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.52M in Q2 2019. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

First United Bank & Trust held 3,008 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $353K as of Q2 2026.
First United Bank & Trust sold 67 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $7.82K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of First United Bank & Trust's portfolio in Q2 2026, its #122 holding.
First United Bank & Trust first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
First United Bank & Trust's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.52M in Q2 2019.
421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.