Hartford Financial Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Hartford Financial 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	$5.54M	Buy	+47,270	New	+$5.52M	1.24%	22
2024 Q4	–	Sell	-26	Closed	-$2.6K	–	394
2024 Q3	$2.6K	Hold	26	–	–	﹤0.01%	350
2024 Q2	$2.37K	Hold	26	–	–	﹤0.01%	355
2024 Q1	$2.39K	Hold	26	–	–	﹤0.01%	359
2023 Q4	$2.33K	Hold	26	–	–	﹤0.01%	366
2023 Q3	$2.09K	Hold	26	–	–	﹤0.01%	367
2023 Q2	$2.21K	Hold	26	–	–	﹤0.01%	344
2023 Q1	$1.95K	Hold	26	–	–	﹤0.01%	350
2022 Q4	$1.68K	Hold	26	–	–	﹤0.01%	352
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	363
2022 Q2	$2K	Sell	26 -44	-63%	-$3.47K	﹤0.01%	368
2022 Q1	$6K	Hold	70	–	–	﹤0.01%	327
2021 Q4	$7K	Hold	70	–	–	﹤0.01%	311
2021 Q3	$6K	Hold	70	–	–	﹤0.01%	319
2021 Q2	$6K	Hold	70	–	–	﹤0.01%	325
2021 Q1	$6K	Buy	+70	New	+$5.82K	﹤0.01%	332
2016 Q2	–	Sell	-140	Closed	-$5K	–	318
2016 Q1	$5K	Hold	140	–	–	﹤0.01%	252
2015 Q4	$5K	Hold	140	–	–	﹤0.01%	245
2015 Q3	$5K	Hold	140	–	–	﹤0.01%	227
2015 Q2	$5K	Buy	+140	New	+$5.36K	﹤0.01%	244

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

Hartford Financial Management's XLY Position: Q2 2026 in Review

Hartford Financial Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 47,270 shares worth $5.54M. The stake represents 1.24% of the portfolio and ranks #22 among its holdings. This is a return to the name: Hartford Financial Management previously reported a position in XLY as recently as Q3 2024.

Hartford Financial Management first reported a position in XLY in Q2 2015 and has held it in 20 quarters since. 1,313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Hartford Financial Management held 47,270 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.54M as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Hartford Financial Management position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 1.24% of Hartford Financial Management's portfolio in Q2 2026, its #22 holding.
Hartford Financial Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2015 and has held it in 20 quarters since.
1,313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.