Mechanics Bank - Trust Department’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Mechanics Bank - Trust Department’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	$1.75M	Sell	14,959 -466	-3%	-$54.4K	0.22%	96
2026 Q1	$1.68M	Sell	15,425 -1,014	-6%	-$119K	0.23%	93
2025 Q4	$1.96M	Sell	16,439 -411	-2%	-$48.7K	0.26%	88
2025 Q3	$2.02M	Sell	16,850 -1,390	-8%	-$159K	0.28%	88
2025 Q2	$1.98M	Sell	18,240 -922	-5%	-$94.3K	0.28%	87
2025 Q1	$1.89M	Sell	19,162 -800	-4%	-$86.8K	0.26%	90
2024 Q4	$2.24M	Sell	19,962 -1,776	-8%	-$190K	0.3%	79
2024 Q3	$2.18M	Sell	21,738 -310	-1%	-$29K	0.29%	87
2024 Q2	$2.01M	Sell	22,048 -1,336	-6%	-$119K	0.29%	86
2024 Q1	$2.15M	Sell	23,384 -2,856	-11%	-$254K	0.32%	78
2023 Q4	$2.35M	Sell	26,240 -626	-2%	-$51.8K	0.37%	69
2023 Q3	$2.16M	Sell	26,866 -890	-3%	-$75.2K	0.36%	71
2023 Q2	$2.36M	Sell	27,756 -316	-1%	-$24.2K	0.38%	68
2023 Q1	$2.1M	Sell	28,072 -1,272	-4%	-$91.2K	0.35%	75
2022 Q4	$1.9M	Sell	29,344 -1,950	-6%	-$136K	0.33%	83
2022 Q3	$2.23M	Sell	31,294 -1,112	-3%	-$87K	0.42%	66
2022 Q2	$2.23M	Buy	32,406 +770	+2%	+$60.7K	0.4%	72
2022 Q1	$2.93M	Buy	31,636 +1,804	+6%	+$165K	0.45%	62
2021 Q4	$3.05M	Buy	29,832 +824	+3%	+$82.1K	0.45%	61
2021 Q3	$2.6M	Buy	29,008 +234	+0.8%	+$21.3K	0.42%	61
2021 Q2	$2.57M	Buy	28,774 +52	+0.2%	+$4.53K	0.42%	62
2021 Q1	$2.41M	Buy	28,722 +498	+2%	+$41.4K	0.42%	63
2020 Q4	$2.27M	Buy	28,224 +2,010	+8%	+$155K	0.41%	68
2020 Q3	$1.93M	Sell	26,214 -2,302	-8%	-$163K	0.38%	69
2020 Q2	$1.82M	Sell	28,516 -2,650	-9%	-$156K	0.38%	70
2020 Q1	$1.53M	Sell	31,166 -1,472	-5%	-$86.9K	0.37%	68
2019 Q4	$2.05M	Sell	32,638 -1,280	-4%	-$77.9K	0.4%	69
2019 Q3	$2.05M	Sell	33,918 -1,356	-4%	-$81.7K	0.41%	68
2019 Q2	$2.1M	Buy	35,274 +870	+3%	+$50.9K	0.48%	63
2019 Q1	$1.96M	Sell	34,404 -406	-1%	-$22K	0.45%	67
2018 Q4	$1.72M	Sell	34,810 -714	-2%	-$37.7K	0.44%	67
2018 Q3	$2.08M	Sell	35,524 -2,312	-6%	-$132K	0.45%	64
2018 Q2	$2.07M	Buy	37,836 +1,440	+4%	+$76.1K	0.47%	63
2018 Q1	$1.84M	Buy	36,396 +934	+3%	+$48.7K	0.43%	67
2017 Q4	$1.75M	Buy	35,462 +1,740	+5%	+$81.9K	0.4%	72
2017 Q3	$1.52M	Sell	33,722 -3,470	-9%	-$156K	0.36%	76
2017 Q2	$1.67M	Sell	37,192 -60	-0.2%	-$2.69K	0.4%	72
2017 Q1	$1.64M	Buy	37,252 +410	+1%	+$17.6K	0.4%	74
2016 Q4	$1.5M	Buy	36,842 +496	+1%	+$20K	0.36%	80
2016 Q3	$1.46M	Buy	+36,346	New	+$1.46M	0.35%	80

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

Mechanics Bank - Trust Department's XLY Position: Q2 2026 in Review

Mechanics Bank - Trust Department reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3% in Q2 2026, selling an estimated $54.4K and leaving 14,959 shares worth $1.75M. The position accounts for 0.22% of the portfolio, ranked #96.

Mechanics Bank - Trust Department first reported a position in XLY in Q3 2016 and has held it in 40 quarters since. The position peaked at $3.05M in Q4 2021. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Mechanics Bank - Trust Department held 14,959 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.75M as of Q2 2026.
Mechanics Bank - Trust Department sold 466 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $54.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.22% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #96 holding.
Mechanics Bank - Trust Department first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2016 and has held it in 40 quarters since.
Mechanics Bank - Trust Department's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.05M in Q4 2021.
613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.