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

Sabal 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
2025 Q1	$3.75M	Sell	37,958 -7,500	-16%	-$813K	0.21%	82
2024 Q4	$5.1M	Buy	45,458 +6,508	+17%	+$696K	0.29%	67
2024 Q3	$3.9M	Sell	38,950 -3,396	-8%	-$317K	0.21%	73
2024 Q2	$3.86M	Sell	42,346 -680	-2%	-$60.4K	0.23%	67
2024 Q1	$3.96M	Sell	43,026 -3,508	-8%	-$312K	0.23%	65
2023 Q4	$4.16M	Buy	46,534 +2,790	+6%	+$231K	0.26%	60
2023 Q3	$3.52M	Sell	43,744 -576	-1%	-$48.7K	0.24%	57
2023 Q2	$3.76M	Buy	44,320 +928	+2%	+$71.1K	0.24%	57
2023 Q1	$3.24M	Sell	43,392 -3,350	-7%	-$240K	0.23%	55
2022 Q4	$3.02M	Buy	46,742 +4,210	+10%	+$294K	0.21%	55
2022 Q3	$3.03M	Buy	42,532 +454	+1%	+$35.5K	0.23%	55
2022 Q2	$2.89M	Buy	42,078 +1,538	+4%	+$121K	0.21%	57
2022 Q1	$3.75M	Buy	40,540 +2,270	+6%	+$208K	0.26%	52
2021 Q4	$3.91M	Buy	38,270 +7,152	+23%	+$712K	0.25%	55
2021 Q3	$2.79M	Sell	31,118 -598	-2%	-$54.3K	0.2%	57
2021 Q2	$2.83M	Buy	31,716 +44	+0.1%	+$3.83K	0.2%	55
2021 Q1	$2.66M	Buy	31,672 +1,598	+5%	+$133K	0.2%	58
2020 Q4	$2.42M	Sell	30,074 -172	-0.6%	-$13.3K	0.19%	57
2020 Q3	$2.22M	Buy	30,246 +1,480	+5%	+$105K	0.19%	57
2020 Q2	$1.84M	Sell	28,766 -24	-0.1%	-$1.42K	0.17%	56
2020 Q1	$1.41M	Sell	28,790 -552	-2%	-$32.6K	0.16%	53
2019 Q4	$1.84M	Sell	29,342 -458	-2%	-$27.9K	0.15%	58
2019 Q3	$1.8M	Sell	29,800 -5,144	-15%	-$310K	0.15%	57
2019 Q2	$2.08M	Buy	34,944 +298	+0.9%	+$17.4K	0.18%	55
2019 Q1	$1.97M	Sell	34,646 -7,218	-17%	-$391K	0.18%	57
2018 Q4	$2.07M	Sell	41,864 -2,290	-5%	-$121K	0.21%	52
2018 Q3	$2.59M	Sell	44,154 -902	-2%	-$51.4K	0.23%	53
2018 Q2	$2.46M	Sell	45,056 -156	-0.3%	-$8.24K	0.23%	54
2018 Q1	$2.29M	Sell	45,212 -1,374	-3%	-$71.6K	0.22%	52
2017 Q4	$2.3M	Buy	46,586 +248	+0.5%	+$11.7K	0.23%	44
2017 Q3	$2.09M	Buy	46,338 +4,304	+10%	+$194K	0.21%	46
2017 Q2	$1.88M	Sell	42,034 -1,750	-4%	-$78.4K	0.2%	45
2017 Q1	$1.93M	Buy	43,784 +830	+2%	+$35.5K	0.22%	44
2016 Q4	$1.75M	Buy	42,954 +4,490	+12%	+$181K	0.19%	46
2016 Q3	$1.54M	Sell	38,464 -3,290	-8%	-$133K	0.17%	48
2016 Q2	$1.63M	Buy	41,754 +60	+0.1%	+$2.36K	0.19%	43
2016 Q1	$1.65M	Buy	41,694 +2,456	+6%	+$91.5K	0.2%	45
2015 Q4	$1.53M	Sell	39,238 -18,286	-32%	-$726K	0.2%	46
2015 Q3	$2.14M	Buy	57,524 +1,628	+3%	+$62.5K	0.3%	41
2015 Q2	$2.14M	Sell	55,896 -5,000	-8%	-$191K	0.28%	45
2015 Q1	$2.29M	Sell	60,896 -5,298	-8%	-$195K	0.3%	42
2014 Q4	$2.39M	Sell	66,194 -6,476	-9%	-$222K	0.31%	44
2014 Q3	$2.42M	Sell	72,670 -1,846	-2%	-$62.4K	0.33%	42
2014 Q2	$2.49M	Sell	74,516 -1,370	-2%	-$44.4K	0.35%	39
2014 Q1	$2.46M	Sell	75,886 -3,958	-5%	-$129K	0.35%	41
2013 Q4	$2.67M	Sell	79,844 -2,530	-3%	-$80.5K	0.38%	40
2013 Q3	$2.5M	Sell	82,374 -2,818	-3%	-$83.6K	0.39%	39
2013 Q2	$2.4M	Buy	+85,192	New	+$2.36M	0.38%	42

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sabal Trust's XLY Position: Q1 2025 in Review

Sabal Trust reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 16% in Q1 2025, selling an estimated $813K and leaving 37,958 shares worth $3.75M. The position accounts for 0.21% of the portfolio, ranked #82.

Sabal Trust first reported a position in XLY in Q2 2013 and has held it in 48 quarters since. The position peaked at $5.1M in Q4 2024. 1,219 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

Sabal Trust held 37,958 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.75M as of Q1 2025.
Sabal Trust sold 7,500 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $813K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.21% of Sabal Trust's portfolio in Q1 2025, its #82 holding.
Sabal Trust first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 48 quarters since.
Sabal Trust's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.1M in Q4 2024.
1,219 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.