Tortoise Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-334	Closed	-$40K	–	1493
2025 Q3	$40K	Buy	334 +102	+44%	+$11.7K	﹤0.01%	428
2025 Q2	$25.2K	Buy	232 +100	+76%	+$10.2K	﹤0.01%	473
2025 Q1	$13K	Hold	132	–	–	﹤0.01%	552
2024 Q4	$14.8K	Hold	132	–	–	﹤0.01%	588
2024 Q3	$13.2K	Sell	132 -1,242	-90%	-$116K	﹤0.01%	605
2024 Q2	$125K	Buy	1,374 +1,242	+941%	+$110K	0.01%	273
2024 Q1	$12.1K	Hold	132	–	–	﹤0.01%	600
2023 Q4	$11.8K	Hold	132	–	–	﹤0.01%	552
2023 Q3	$10.6K	Hold	132	–	–	﹤0.01%	551
2023 Q2	$11.2K	Hold	132	–	–	﹤0.01%	538
2023 Q1	$9.87K	Hold	132	–	–	﹤0.01%	552
2022 Q4	$8.53K	Hold	132	–	–	﹤0.01%	557
2022 Q3	$9K	Hold	132	–	–	﹤0.01%	555
2022 Q2	$9K	Hold	132	–	–	﹤0.01%	536
2022 Q1	$12K	Hold	132	–	–	﹤0.01%	486
2021 Q4	$13K	Hold	132	–	–	﹤0.01%	458
2021 Q3	$12K	Hold	132	–	–	﹤0.01%	452
2021 Q2	$12K	Hold	132	–	–	﹤0.01%	447
2021 Q1	$11K	Hold	132	–	–	﹤0.01%	436
2020 Q4	$11K	Hold	132	–	–	﹤0.01%	409
2020 Q3	$10K	Hold	132	–	–	﹤0.01%	388
2020 Q2	$8K	Hold	132	–	–	﹤0.01%	391
2020 Q1	$6K	Hold	132	–	–	﹤0.01%	431
2019 Q4	$8K	Hold	132	–	–	﹤0.01%	448
2019 Q3	$8K	Hold	132	–	–	﹤0.01%	442
2019 Q2	$8K	Hold	132	–	–	﹤0.01%	462
2019 Q1	$8K	Hold	132	–	–	﹤0.01%	440
2018 Q4	$7K	Hold	132	–	–	﹤0.01%	429
2018 Q3	$8K	Hold	132	–	–	﹤0.01%	422
2018 Q2	$7K	Hold	132	–	–	﹤0.01%	445
2018 Q1	$7K	Hold	132	–	–	﹤0.01%	424
2017 Q4	$7K	Hold	132	–	–	﹤0.01%	429
2017 Q3	$6K	Hold	132	–	–	﹤0.01%	407
2017 Q2	$6K	Hold	132	–	–	﹤0.01%	398
2017 Q1	$6K	Hold	132	–	–	﹤0.01%	382
2016 Q4	$5K	Hold	132	–	–	﹤0.01%	402
2016 Q3	$5K	Hold	132	–	–	﹤0.01%	380
2016 Q2	$5K	Hold	132	–	–	﹤0.01%	399
2016 Q1	$5K	Hold	132	–	–	﹤0.01%	335
2015 Q4	$5K	Hold	132	–	–	﹤0.01%	357
2015 Q3	$5K	Hold	132	–	–	﹤0.01%	340
2015 Q2	$5K	Hold	132	–	–	﹤0.01%	364
2015 Q1	$5K	Hold	132	–	–	﹤0.01%	345
2014 Q4	$5K	Buy	+132	New	+$4.53K	﹤0.01%	368

Other funds holding XLY

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

JP Morgan Chase New York $1.81T 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 $530B AUM 22.01% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tortoise Investment Management's XLY Position: Q4 2025 in Review

Tortoise Investment Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 334 shares — an estimated $40K sold.

Tortoise Investment Management first reported a position in XLY in Q4 2014 and held it in 44 quarters. The position peaked at $125K in Q2 2024. 1,360 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

Tortoise Investment Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 334 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $40K.
Tortoise Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and held it in 44 quarters.
Tortoise Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $125K in Q2 2024.
1,360 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.