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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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

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. 612 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.
612 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.