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

National Philanthropic 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	$663K	Buy	+5,649	New	+$659K	0.01%	270
2026 Q1	–	Sell	-1,940	Closed	-$232K	–	420
2025 Q4	$232K	Buy	+1,940	New	+$230K	﹤0.01%	354

Other funds holding XLY

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

National Philanthropic Trust's XLY Position: Q2 2026 in Review

National Philanthropic Trust opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 5,649 shares worth $663K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: National Philanthropic Trust previously reported a position in XLY as recently as Q4 2025.

National Philanthropic Trust first reported a position in XLY in Q4 2025 and has held it in 2 quarters since. 1,259 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

National Philanthropic Trust held 5,649 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $663K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new National Philanthropic Trust position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #270 holding.
National Philanthropic Trust first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
1,259 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.