Perkins Coie Trust Company’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Perkins Coie Trust Company’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 Q3	$49.2K	Hold	452	–	–	0.01%	178
2026 Q2	$53K	Hold	452	–	–	0.01%	159
2026 Q1	$49.3K	Hold	452	–	–	0.01%	161
2025 Q4	$54K	Hold	452	–	–	0.01%	158
2025 Q3	$54.2K	Sell	452 -182	-29%	-$20.8K	0.01%	157
2025 Q2	$68.9K	Hold	634	–	–	0.01%	171
2025 Q1	$62.6K	Hold	634	–	–	0.01%	168
2024 Q4	$71.1K	Hold	634	–	–	0.02%	159
2024 Q3	$63.5K	Hold	634	–	–	0.01%	180
2024 Q2	$57.8K	Hold	634	–	–	0.01%	182
2024 Q1	$58.3K	Hold	634	–	–	0.01%	155
2023 Q4	$56.7K	Hold	634	–	–	0.01%	152
2023 Q3	$51K	Buy	+634	New	+$53.6K	0.01%	159

Other funds holding XLY

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perkins Coie Trust Company's XLY Position: Q3 2026 in Review

Perkins Coie Trust Company held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q3 2026 at 452 shares worth $49.2K. The position accounts for 0.01% of the portfolio, ranked #178.

Perkins Coie Trust Company first reported a position in XLY in Q3 2023 and has held it in 13 quarters since. The position peaked at $71.1K in Q4 2024. 213 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Perkins Coie Trust Company held 452 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $49.2K as of Q3 2026.
Perkins Coie Trust Company left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Perkins Coie Trust Company's portfolio in Q3 2026, its #178 holding.
Perkins Coie Trust Company first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2023 and has held it in 13 quarters since.
Perkins Coie Trust Company's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $71.1K in Q4 2024.
213 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Perkins Coie Trust Company's 13F filing for Q3 2026, filed 15 Oct 2026.