Tompkins Financial’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Tompkins Financial’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	$12.1K	Hold	111	–	–	﹤0.01%	455
2026 Q2	$13K	Hold	111	–	–	﹤0.01%	436
2026 Q1	$12.1K	Hold	111	–	–	﹤0.01%	437
2025 Q4	$13.3K	Sell	111 -175	-61%	-$20.8K	﹤0.01%	420
2025 Q3	$34.3K	Sell	286 -2	-0.7%	-$229	﹤0.01%	352
2025 Q2	$31.3K	Sell	288 -250	-46%	-$25.6K	﹤0.01%	353
2025 Q1	$53.1K	Sell	538 -44	-8%	-$4.77K	0.01%	321
2024 Q4	$65.3K	Hold	582	–	–	0.01%	293
2024 Q3	$58.3K	Hold	582	–	–	0.01%	317
2024 Q2	$53.1K	Sell	582 -52	-8%	-$4.62K	0.01%	333
2024 Q1	$58.3K	Buy	634 +52	+9%	+$4.63K	0.01%	333
2023 Q4	$52K	Hold	582	–	–	0.01%	334
2023 Q3	$46.8K	Sell	582 -32	-5%	-$2.71K	0.01%	328
2023 Q2	$52.1K	Hold	614	–	–	0.01%	329
2023 Q1	$45.9K	Hold	614	–	–	0.01%	345
2022 Q4	$40K	Hold	614	–	–	0.01%	352
2022 Q3	$44K	Hold	614	–	–	0.01%	341
2022 Q2	$42K	Hold	614	–	–	0.01%	348
2022 Q1	$57K	Hold	614	–	–	0.01%	339
2021 Q4	$63K	Buy	614 +152	+33%	+$15.1K	0.01%	209
2021 Q3	$41K	Buy	+462	New	+$42K	0.01%	239
2021 Q1	$39K	Hold	462	–	–	0.01%	270
2020 Q4	$37K	Sell	462 -772	-63%	-$59.5K	0.01%	274
2020 Q3	$91K	Sell	1,234 -520	-30%	-$36.8K	0.02%	195
2020 Q2	$112K	Hold	1,754	–	–	0.02%	173
2020 Q1	$86K	Buy	1,754 +682	+64%	+$40.3K	0.02%	186
2019 Q4	$67K	Buy	1,072 +552	+106%	+$33.6K	0.01%	235
2019 Q3	$31K	Hold	520	–	–	0.01%	263
2019 Q2	$31K	Hold	520	–	–	0.01%	268
2019 Q1	$30K	Buy	+520	New	+$28.2K	0.01%	278
2018 Q3	–	Sell	-274	Closed	-$15K	–	442
2018 Q2	$15K	Hold	274	–	–	﹤0.01%	350
2018 Q1	$14K	Hold	274	–	–	﹤0.01%	346
2017 Q4	$14K	Buy	+274	New	+$12.9K	﹤0.01%	314

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

Tompkins Financial's XLY Position: Q3 2026 in Review

Tompkins Financial held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q3 2026 at 111 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Tompkins Financial first reported a position in XLY in Q4 2017 and has held it in 33 quarters since. The position peaked at $112K in Q2 2020. 71 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Tompkins Financial held 111 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $12.1K as of Q3 2026.
Tompkins Financial 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 Tompkins Financial's portfolio in Q3 2026, its #455 holding.
Tompkins Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
Tompkins Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $112K in Q2 2020.
71 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.