Haverford Trust Company’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Haverford Trust Company’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	$346K	Hold	2,952	–	–	﹤0.01%	345
2026 Q1	$322K	Hold	2,952	–	–	﹤0.01%	354
2025 Q4	$352K	Sell	2,952 -34	-1%	-$4.03K	﹤0.01%	340
2025 Q3	$358K	Buy	2,986 +14	+0.5%	+$1.6K	﹤0.01%	325
2025 Q2	$323K	Sell	2,972 -388	-12%	-$39.7K	﹤0.01%	347
2025 Q1	$332K	Buy	3,360 +628	+23%	+$68.1K	﹤0.01%	335
2024 Q4	$306K	Hold	2,732	–	–	﹤0.01%	347
2024 Q3	$274K	Buy	+2,732	New	+$255K	﹤0.01%	370
2023 Q1	–	Sell	-3,508	Closed	-$227K	–	375
2022 Q4	$227K	Sell	3,508 -9,868	-74%	-$688K	﹤0.01%	317
2022 Q3	$953K	Buy	13,376 +10,084	+306%	+$789K	0.01%	194
2022 Q2	$226K	Sell	3,292 -1,000	-23%	-$78.8K	﹤0.01%	314
2022 Q1	$397K	Buy	4,292 +946	+28%	+$86.7K	﹤0.01%	281
2021 Q4	$342K	Buy	3,346 +448	+15%	+$44.6K	﹤0.01%	297
2021 Q3	$260K	Buy	2,898 +136	+5%	+$12.4K	﹤0.01%	317
2021 Q2	$247K	Sell	2,762 -70	-2%	-$6.1K	﹤0.01%	319
2021 Q1	$238K	Buy	2,832 +10	+0.4%	+$832	﹤0.01%	292
2020 Q4	$227K	Hold	2,822	–	–	﹤0.01%	278
2020 Q3	$207K	Buy	+2,822	New	+$200K	﹤0.01%	281
2017 Q4	–	Sell	-6,010	Closed	-$271K	–	295
2017 Q3	$271K	Hold	6,010	–	–	0.01%	228
2017 Q2	$269K	Hold	6,010	–	–	0.01%	220
2017 Q1	$264K	Sell	6,010 -1,054	-15%	-$45.1K	0.01%	229
2016 Q4	$288K	Buy	+7,064	New	+$285K	0.01%	211

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

Haverford Trust Company's XLY Position: Q2 2026 in Review

Haverford Trust Company held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,952 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Haverford Trust Company first reported a position in XLY in Q4 2016 and has held it in 22 quarters since. The position peaked at $953K in Q3 2022. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Haverford Trust Company held 2,952 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $346K as of Q2 2026.
Haverford Trust Company left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Haverford Trust Company's portfolio in Q2 2026, its #345 holding.
Haverford Trust Company first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and has held it in 22 quarters since.
Haverford Trust Company's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $953K in Q3 2022.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.