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

Rockland 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 Q3	$1.01M	Sell	9,297 -13,189	-59%	-$1.52M	0.04%	139
2026 Q2	$2.64M	Buy	22,486 +18,530	+468%	+$2.16M	0.1%	102
2026 Q1	$431K	Sell	3,956 -674	-15%	-$78.8K	0.02%	236
2025 Q4	$553K	Buy	4,630 +1,068	+30%	+$127K	0.02%	208
2025 Q3	$427K	Sell	3,562 -1,204	-25%	-$138K	0.02%	227
2025 Q2	$518K	Sell	4,766 -7,990	-63%	-$817K	0.03%	180
2025 Q1	$1.26M	Sell	12,756 -24,216	-65%	-$2.63M	0.06%	111
2024 Q4	$4.15M	Buy	36,972 +19,928	+117%	+$2.13M	0.21%	79
2024 Q3	$1.71M	Buy	17,044 +3,046	+22%	+$285K	0.08%	100
2024 Q2	$1.28M	Buy	13,998 +9,474	+209%	+$842K	0.07%	117
2024 Q1	$416K	Sell	4,524 -80	-2%	-$7.12K	0.02%	220
2023 Q4	$412K	Buy	4,604 +1,112	+32%	+$92.1K	0.02%	219
2023 Q3	$281K	Hold	3,492	–	–	0.02%	240
2023 Q2	$296K	Buy	3,492 +184	+6%	+$14.1K	0.02%	244
2023 Q1	$247K	Buy	+3,308	New	+$237K	0.02%	264
2022 Q4	–	Sell	-2,892	Closed	-$206K	–	304
2022 Q3	$206K	Buy	+2,892	New	+$226K	0.01%	273
2022 Q2	–	Sell	-2,354	Closed	-$218K	–	338
2022 Q1	$218K	Sell	2,354 -408	-15%	-$37.4K	0.01%	301
2021 Q4	$283K	Sell	2,762 -11,460	-81%	-$1.14M	0.02%	259
2021 Q3	$1.28M	Buy	14,222 +11,168	+366%	+$1.01M	0.09%	115
2021 Q2	$273K	Sell	3,054 -850	-22%	-$74K	0.02%	246
2021 Q1	$328K	Buy	3,904 +406	+12%	+$33.8K	0.02%	222
2020 Q4	$282K	Buy	3,498 +462	+15%	+$35.6K	0.02%	226
2020 Q3	$224K	Buy	+3,036	New	+$215K	0.02%	245
2020 Q1	–	Sell	-3,698	Closed	-$232K	–	277
2019 Q4	$232K	Buy	+3,698	New	+$225K	0.02%	254
2019 Q3	–	Sell	-5,030	Closed	-$300K	–	269
2019 Q2	$300K	Buy	+5,030	New	+$294K	0.03%	202
2018 Q1	–	Sell	-7,190	Closed	-$355K	–	220
2017 Q4	$355K	Buy	+7,190	New	+$338K	0.05%	152

Other funds holding XLY

AAG

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

BWM

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

CCA

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

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Rockland Trust's XLY Position: Q3 2026 in Review

Rockland Trust reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 59% in Q3 2026, selling an estimated $1.52M and leaving 9,297 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #139.

Rockland Trust first reported a position in XLY in Q4 2017 and has held it in 26 quarters since. The position peaked at $4.15M in Q4 2024. 71 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Rockland Trust held 9,297 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.01M as of Q3 2026.
Rockland Trust sold 13,189 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $1.52M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Rockland Trust's portfolio in Q3 2026, its #139 holding.
Rockland Trust first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 26 quarters since.
Rockland Trust's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.15M in Q4 2024.
71 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Rockland Trust's 13F filing for Q3 2026, filed 5 Oct 2026.