MassMutual Private Wealth & Trust’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

MassMutual Private Wealth & Trust’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	$85.7K	Buy	731 +301	+70%	+$35.1K	﹤0.01%	617
2026 Q1	$46.9K	Hold	430	–	–	﹤0.01%	791
2025 Q4	$51.3K	Sell	430 -116	-21%	-$13.8K	﹤0.01%	782
2025 Q3	$65.4K	Hold	546	–	–	﹤0.01%	714
2025 Q2	$59.3K	Buy	546 +116	+27%	+$11.9K	﹤0.01%	729
2025 Q1	$42.5K	Sell	430 -88	-17%	-$9.54K	﹤0.01%	780
2024 Q4	$58.1K	Buy	518 +50	+11%	+$5.35K	﹤0.01%	710
2024 Q3	$46.9K	Sell	468 -1,062	-69%	-$99.3K	﹤0.01%	673
2024 Q2	$140K	Buy	1,530 +1,100	+256%	+$97.7K	﹤0.01%	450
2024 Q1	$39.5K	Sell	430 -170	-28%	-$15.1K	﹤0.01%	665
2023 Q4	$53.6K	Buy	600 +170	+40%	+$14.1K	﹤0.01%	587
2023 Q3	$34.6K	Sell	430 -94	-18%	-$7.95K	﹤0.01%	680
2023 Q2	$44.5K	Buy	524 +94	+22%	+$7.2K	﹤0.01%	563
2023 Q1	$32.2K	Hold	430	–	–	﹤0.01%	609
2022 Q4	$28K	Hold	430	–	–	﹤0.01%	569
2022 Q3	$31K	Sell	430 -1,198	-74%	-$93.7K	﹤0.01%	523
2022 Q2	$112K	Buy	1,628 +1,098	+207%	+$86.5K	﹤0.01%	376
2022 Q1	$49K	Hold	530	–	–	﹤0.01%	470
2021 Q4	$54K	Hold	530	–	–	﹤0.01%	477
2021 Q3	$48K	Hold	530	–	–	﹤0.01%	490
2021 Q2	$47K	Hold	530	–	–	﹤0.01%	482
2021 Q1	$45K	Sell	530 -50	-9%	-$4.16K	﹤0.01%	446
2020 Q4	$47K	Hold	580	–	–	﹤0.01%	449
2020 Q3	$43K	Sell	580 -50	-8%	-$3.54K	﹤0.01%	434
2020 Q2	$40K	Sell	630 -700	-53%	-$41.3K	﹤0.01%	423
2020 Q1	$65K	Hold	1,330	–	–	0.01%	359
2019 Q4	$83K	Sell	1,330 -50	-4%	-$3.04K	0.01%	401
2019 Q3	$83K	Hold	1,380	–	–	0.01%	394
2019 Q2	$82K	Sell	1,380 -166	-11%	-$9.71K	0.01%	390
2019 Q1	$88K	Sell	1,546 -640	-29%	-$34.7K	0.01%	387
2018 Q4	$108K	Sell	2,186 -96	-4%	-$5.08K	0.01%	362
2018 Q3	$134K	Sell	2,282 -788	-26%	-$44.9K	0.01%	364
2018 Q2	$168K	Sell	3,070 -1,330	-30%	-$70.3K	0.01%	345
2018 Q1	$223K	Sell	4,400 -1,020	-19%	-$53.2K	0.02%	322
2017 Q4	$267K	Sell	5,420 -510	-9%	-$24K	0.02%	316
2017 Q3	$267K	Sell	5,930 -680	-10%	-$30.6K	0.02%	324
2017 Q2	$296K	Sell	6,610 -956	-13%	-$42.8K	0.03%	290
2017 Q1	$333K	Sell	7,566 -204	-3%	-$8.74K	0.03%	271
2016 Q4	$316K	Buy	+7,770	New	+$314K	0.04%	231
2016 Q2	$351K	Sell	8,984 -690	-7%	-$27.1K	0.04%	245
2016 Q1	$383K	Sell	9,674 -1,090	-10%	-$40.6K	0.05%	232
2015 Q4	$421K	Sell	10,764 -38,472	-78%	-$1.53M	0.06%	223
2015 Q3	$1.64M	Sell	49,236 -4,768	-9%	-$183K	0.35%	74
2015 Q2	$1.8M	Buy	54,004 +31,972	+145%	+$1.22M	0.4%	61
2015 Q1	$830K	Sell	22,032 -23,366	-51%	-$859K	0.14%	165
2014 Q4	$1.64M	Sell	45,398 -3,838	-8%	-$132K	0.53%	47
2014 Q3	$1.64M	Sell	49,236 -4,768	-9%	-$161K	0.33%	77
2014 Q2	$1.8M	Buy	54,004 +8,548	+19%	+$277K	0.71%	34
2014 Q1	$1.47M	Buy	45,456 +18,526	+69%	+$604K	0.86%	30
2013 Q4	$900K	Buy	+26,930	New	+$857K	0.83%	28

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

MassMutual Private Wealth & Trust's XLY Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 70% in Q2 2026, buying an estimated $35.1K and bringing the position to 731 shares worth $85.7K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

MassMutual Private Wealth & Trust first reported a position in XLY in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.8M in Q2 2015. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

MassMutual Private Wealth & Trust held 731 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $85.7K as of Q2 2026.
MassMutual Private Wealth & Trust bought 301 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $35.1K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #617 holding.
MassMutual Private Wealth & Trust first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and has held it in 50 quarters since.
MassMutual Private Wealth & Trust's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.8M in Q2 2015.
613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.