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

Midwest 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	$5.31M	Sell	45,262 -379	-0.8%	-$44.2K	0.06%	208
2026 Q1	$4.97M	Sell	45,641 -172	-0.4%	-$20.1K	0.06%	209
2025 Q4	$5.47M	Buy	45,813 +201	+0.4%	+$23.8K	0.07%	200
2025 Q3	$5.47M	Sell	45,612 -178	-0.4%	-$20.4K	0.07%	205
2025 Q2	$4.98M	Buy	+45,790	New	+$4.68M	0.07%	209

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

Midwest Trust's XLY Position: Q2 2026 in Review

Midwest Trust reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.83% in Q2 2026, selling an estimated $44.2K and leaving 45,262 shares worth $5.31M. The position accounts for 0.06% of the portfolio, ranked #208.

Midwest Trust first reported a position in XLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.47M in Q4 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Midwest Trust held 45,262 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.31M as of Q2 2026.
Midwest Trust sold 379 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $44.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of Midwest Trust's portfolio in Q2 2026, its #208 holding.
Midwest Trust first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.47M in Q4 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.