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TCV Trust & Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

TCV Trust & Wealth Management’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 		$5.23M Sell
44,596
-642
-1% -$74.9K 0.4% 57
2026
Q1 		$4.93M Sell
45,238
-1,450
-3% -$169K 0.41% 57
2025
Q4 		$5.58M Buy
46,688
+1,240
+3% +$147K 0.45% 58
2025
Q3 		$5.45M Buy
45,448
+616
+1% +$70.5K 0.46% 57
2025
Q2 		$4.87M Buy
44,832
+466
+1% +$47.7K 0.43% 57
2025
Q1 		$4.38M Sell
44,366
-498
-1% -$54K 0.41% 60
2024
Q4 		$5.03M Sell
44,864
-452
-1% -$48.3K 0.46% 55
2024
Q3 		$4.54M Buy
45,316
+1,474
+3% +$138K 0.41% 60
2024
Q2 		$4M Sell
43,842
-1,272
-3% -$113K 0.38% 58
2024
Q1 		$4.15M Sell
45,114
-28
-0.1% -$2.49K 0.4% 60
2023
Q4 		$4.04M Sell
45,142
-524
-1% -$43.4K 0.41% 59
2023
Q3 		$3.68M Sell
45,666
-1,326
-3% -$112K 0.41% 61
2023
Q2 		$3.99M Sell
46,992
-22
-0% -$1.68K 0.42% 61
2023
Q1 		$3.52M Buy
47,014
+1,208
+3% +$86.6K 0.39% 63
2022
Q4 		$2.96M Buy
45,806
+2,408
+6% +$168K 0.34% 70
2022
Q3 		$3.09M Sell
43,398
-236
-0.5% -$18.5K 0.39% 65
2022
Q2 		$3M Buy
43,634
+500
+1% +$39.4K 0.36% 67
2022
Q1 		$3.99M Buy
43,134
+774
+2% +$70.9K 0.43% 64
2021
Q4 		$4.33M Sell
42,360
-1,058
-2% -$105K 0.43% 64
2021
Q3 		$3.9M Sell
43,418
-8
-0% -$727 0.43% 64
2021
Q2 		$3.87M Sell
43,426
-1,290
-3% -$112K 0.42% 66
2021
Q1 		$3.76M Sell
44,716
-586
-1% -$48.7K 0.44% 64
2020
Q4 		$3.64M Buy
45,302
+174
+0.4% +$13.4K 0.44% 64
2020
Q3 		$3.32M Sell
45,128
-52
-0.1% -$3.68K 0.45% 66
2020
Q2 		$2.88M Buy
45,180
+2,408
+6% +$142K 0.41% 69
2020
Q1 		$2.1M Sell
42,772
-1,502
-3% -$88.7K 0.34% 71
2019
Q4 		$2.78M Buy
44,274
+480
+1% +$29.2K 0.34% 72
2019
Q3 		$2.64M Sell
43,794
-1,530
-3% -$92.2K 0.34% 72
2019
Q2 		$2.7M Sell
45,324
-718
-2% -$42K 0.35% 70
2019
Q1 		$2.62M Buy
46,042
+1,040
+2% +$56.4K 0.35% 71
2018
Q4 		$2.23M Buy
45,002
+2,588
+6% +$137K 0.33% 76
2018
Q3 		$2.48M Sell
42,414
-18,178
-30% -$1.04M 0.33% 70
2018
Q2 		$3.31M Sell
60,592
-814
-1% -$43K 0.46% 57
2018
Q1 		$3.11M Sell
61,406
-266
-0.4% -$13.9K 0.45% 59
2017
Q4 		$3.04M Sell
61,672
-3,130
-5% -$147K 0.43% 63
2017
Q3 		$2.92M Buy
64,802
+180
+0.3% +$8.1K 0.43% 61
2017
Q2 		$2.9M Sell
64,622
-502
-0.8% -$22.5K 0.44% 63
2017
Q1 		$2.86M Sell
65,124
-228
-0.3% -$9.77K 0.44% 61
2016
Q4 		$2.66M Buy
65,352
+440
+0.7% +$17.8K 0.43% 61
2016
Q3 		$2.6M Sell
64,912
-218
-0.3% -$8.78K 0.44% 60
2016
Q2 		$2.54M Buy
65,130
+8,136
+14% +$320K 0.44% 63
2016
Q1 		$2.25M Sell
56,994
-82
-0.1% -$3.06K 0.41% 68
2015
Q4 		$2.23M Buy
57,076
+416
+0.7% +$16.5K 0.4% 68
2015
Q3 		$2.1M Sell
56,660
-3,260
-5% -$125K 0.38% 67
2015
Q2 		$2.29M Sell
59,920
-504
-0.8% -$19.3K 0.38% 72
2015
Q1 		$2.28M Buy
60,424
+1,040
+2% +$38.2K 0.37% 73
2014
Q4 		$2.14M Sell
59,384
-604
-1% -$20.7K 0.35% 78
2014
Q3 		$2M Buy
59,988
+1,140
+2% +$38.5K 0.34% 78
2014
Q2 		$1.96M Sell
58,848
-2,238
-4% -$72.6K 0.32% 80
2014
Q1 		$1.98M Buy
61,086
+934
+2% +$30.5K 0.33% 81
2013
Q4 		$2.01M Sell
60,152
-7,822
-12% -$249K 0.34% 76
2013
Q3 		$2.06M Buy
67,974
+1,314
+2% +$39K 0.4% 72
2013
Q2 		$1.88M Buy
+66,660
New +$1.85M 0.38% 72

Other funds holding XLY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TCV Trust & Wealth Management's XLY Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.4% in Q2 2026, selling an estimated $74.9K and leaving 44,596 shares worth $5.23M. The position accounts for 0.4% of the portfolio, ranked #57.

TCV Trust & Wealth Management first reported a position in XLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.58M in Q4 2025. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • TCV Trust & Wealth Management held 44,596 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.23M as of Q2 2026.
  • TCV Trust & Wealth Management sold 642 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $74.9K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.4% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #57 holding.
  • TCV Trust & Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • TCV Trust & Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.58M in Q4 2025.
  • 613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.