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

Plimoth 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	$1.48M	Sell	12,603 -141	-1%	-$16.5K	0.3%	73
2026 Q1	$1.39M	Sell	12,744 -455	-3%	-$53.2K	0.31%	77
2025 Q4	$1.58M	Sell	13,199 -351	-3%	-$41.6K	0.35%	72
2025 Q3	$1.62M	Sell	13,550 -726	-5%	-$83.1K	0.37%	70
2025 Q2	$1.55M	Sell	14,276 -156	-1%	-$16K	0.37%	72
2025 Q1	$1.42M	Buy	14,432 +2,220	+18%	+$241K	0.37%	73
2024 Q4	$1.37M	Sell	12,212 -646	-5%	-$69.1K	0.35%	72
2024 Q3	$1.29M	Sell	12,858 -454	-3%	-$42.4K	0.32%	78
2024 Q2	$1.21M	Sell	13,312 -916	-6%	-$81.4K	0.32%	78
2024 Q1	$1.31M	Buy	14,228 +20	+0.1%	+$1.78K	0.35%	78
2023 Q4	$1.27M	Sell	14,208 -2	-0%	-$166	0.37%	74
2023 Q3	$1.14M	Buy	14,210 +138	+1%	+$11.7K	0.36%	76
2023 Q2	$1.19M	Sell	14,072 -1,494	-10%	-$114K	0.36%	80
2023 Q1	$1.16M	Sell	15,566 -1,088	-7%	-$78K	0.36%	80
2022 Q4	$1.07M	Buy	16,654 +422	+3%	+$29.4K	0.35%	82
2022 Q3	$1.16M	Sell	16,232 -190	-1%	-$14.9K	0.4%	77
2022 Q2	$1.13M	Sell	16,422 -1,378	-8%	-$109K	0.36%	84
2022 Q1	$1.65M	Sell	17,800 -12	-0.1%	-$1.1K	0.44%	69
2021 Q4	$1.82M	Sell	17,812 -1,796	-9%	-$179K	0.46%	70
2021 Q3	$1.76M	Sell	19,608 -940	-5%	-$85.4K	0.5%	65
2021 Q2	$1.83M	Buy	20,548 +800	+4%	+$69.7K	0.52%	64
2021 Q1	$1.66M	Buy	19,748 +1,076	+6%	+$89.5K	0.49%	66
2020 Q4	$1.5M	Sell	18,672 -304	-2%	-$23.4K	0.47%	64
2020 Q3	$1.4M	Sell	18,976 -1,478	-7%	-$105K	0.47%	67
2020 Q2	$1.31M	Buy	20,454 +4,262	+26%	+$251K	0.46%	67
2020 Q1	$794K	Buy	16,192 +186	+1%	+$11K	0.33%	93
2019 Q4	$1M	Buy	16,006 +20	+0.1%	+$1.22K	0.32%	90
2019 Q3	$965K	Sell	15,986 -1,314	-8%	-$79.2K	0.32%	95
2019 Q2	$1.03M	Sell	17,300 -496	-3%	-$29K	0.34%	95
2019 Q1	$1.01M	Buy	17,796 +488	+3%	+$26.5K	0.34%	89
2018 Q4	$857K	Sell	17,308 -1,858	-10%	-$98.2K	0.32%	97
2018 Q3	$1.12M	Sell	19,166 -1,626	-8%	-$92.6K	0.36%	84
2018 Q2	$1.14M	Buy	20,792 +388	+2%	+$20.5K	0.39%	83
2018 Q1	$1.03M	Sell	20,404 -1,362	-6%	-$71K	0.36%	86
2017 Q4	$1.07M	Buy	+21,766	New	+$1.02M	0.38%	81

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

Plimoth Trust's XLY Position: Q2 2026 in Review

Plimoth Trust reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.1% in Q2 2026, selling an estimated $16.5K and leaving 12,603 shares worth $1.48M. The position accounts for 0.3% of the portfolio, ranked #73.

Plimoth Trust first reported a position in XLY in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.83M in Q2 2021. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Plimoth Trust held 12,603 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.48M as of Q2 2026.
Plimoth Trust sold 141 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $16.5K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.3% of Plimoth Trust's portfolio in Q2 2026, its #73 holding.
Plimoth Trust first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
Plimoth Trust's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.83M in Q2 2021.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.