Harbour Trust & Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Harbour Trust & Investment Management’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	$7.05M	Sell	60,155 -1,791	-3%	-$209K	0.68%	41
2026 Q1	$6.75M	Sell	61,946 -1,048	-2%	-$122K	0.72%	42
2025 Q4	$7.52M	Sell	62,994 -9,052	-13%	-$1.07M	0.77%	39
2025 Q3	$8.63M	Sell	72,046 -2,824	-4%	-$323K	0.89%	35
2025 Q2	$8.14M	Buy	74,870 +72	+0.1%	+$7.36K	0.9%	35
2025 Q1	$7.38M	Buy	74,798 +420	+0.6%	+$45.5K	0.89%	39
2024 Q4	$8.34M	Buy	74,378 +998	+1%	+$107K	0.95%	31
2024 Q3	$7.35M	Buy	73,380 +7,296	+11%	+$682K	0.84%	37
2024 Q2	$6.03M	Sell	66,084 -304	-0.5%	-$27K	0.72%	39
2024 Q1	$6.1M	Sell	66,388 -4,428	-6%	-$394K	0.77%	39
2023 Q4	$6.33M	Buy	+70,816	New	+$5.87M	0.89%	35

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

Harbour Trust & Investment Management's XLY Position: Q2 2026 in Review

Harbour Trust & Investment Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.9% in Q2 2026, selling an estimated $209K and leaving 60,155 shares worth $7.05M. The position accounts for 0.68% of the portfolio, ranked #41.

Harbour Trust & Investment Management first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.63M in Q3 2025. 1,313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Harbour Trust & Investment Management held 60,155 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $7.05M as of Q2 2026.
Harbour Trust & Investment Management sold 1,791 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $209K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.68% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #41 holding.
Harbour Trust & Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Harbour Trust & Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.63M in Q3 2025.
1,313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.