Logan Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Logan Capital 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
2025 Q4	–	Sell	-54	Closed	-$6.58K	–	484
2025 Q3	$6.58K	Hold	54	–	–	﹤0.01%	373
2025 Q2	$5.96K	Hold	54	–	–	﹤0.01%	368
2025 Q1	$5.4K	Hold	54	–	–	﹤0.01%	454
2024 Q4	$6.12K	Hold	54	–	–	﹤0.01%	423
2024 Q3	$5.45K	Hold	54	–	–	﹤0.01%	423
2024 Q2	$4.96K	Hold	54	–	–	﹤0.01%	410
2024 Q1	$4.99K	Hold	54	–	–	﹤0.01%	413
2023 Q4	$4.84K	Buy	+54	New	+$4.47K	﹤0.01%	433

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Logan Capital Management's XLY Position: Q4 2025 in Review

Logan Capital Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 54 shares — an estimated $6.58K sold.

Logan Capital Management first reported a position in XLY in Q4 2023 and held it in 8 quarters. The position peaked at $6.58K in Q3 2025. 1,363 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

Logan Capital Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 54 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $6.58K.
Logan Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and held it in 8 quarters.
Logan Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.58K in Q3 2025.
1,363 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.