Trust Company of Vermont’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Trust Company of Vermont’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	$240K	Sell	2,010 -30	-1%	-$3.56K	0.01%	334
2025 Q3	$244K	Buy	2,040 +30	+1%	+$3.43K	0.01%	332
2025 Q2	$218K	Hold	2,010	–	–	0.01%	343
2025 Q1	$198K	Hold	2,010	–	–	0.01%	348
2024 Q4	$225K	Hold	2,010	–	–	0.01%	332
2024 Q3	$201K	Hold	2,010	–	–	0.01%	328
2024 Q2	$183K	Hold	2,010	–	–	0.01%	323
2024 Q1	$185K	Buy	2,010 +1,810	+905%	+$161K	0.01%	322
2023 Q4	$17.9K	Sell	200 -1,810	-90%	-$150K	﹤0.01%	564
2023 Q3	$162K	Sell	2,010 -160	-7%	-$13.5K	0.01%	318
2023 Q2	$184K	Buy	2,170 +360	+20%	+$27.6K	0.01%	313
2023 Q1	$135K	Buy	1,810 +810	+81%	+$58.1K	0.01%	359
2022 Q4	$64.6K	Hold	1,000	–	–	﹤0.01%	446
2022 Q3	$71K	Hold	1,000	–	–	0.01%	435
2022 Q2	$69K	Buy	+1,000	New	+$78.8K	0.01%	437
2022 Q1	–	Sell	-1,000	Closed	-$102K	–	760
2021 Q4	$102K	Buy	+1,000	New	+$99.6K	0.01%	396
2021 Q3	–	Sell	-1,000	Closed	-$89K	–	733
2021 Q2	$89K	Hold	1,000	–	–	0.01%	418
2021 Q1	$84K	Hold	1,000	–	–	0.01%	413
2020 Q4	$80K	Hold	1,000	–	–	0.01%	405
2020 Q3	$73K	Hold	1,000	–	–	0.01%	400
2020 Q2	$64K	Hold	1,000	–	–	0.01%	414
2020 Q1	$49K	Sell	1,000 -288	-22%	-$17K	﹤0.01%	440
2019 Q4	$81K	Hold	1,288	–	–	0.01%	417
2019 Q3	$78K	Hold	1,288	–	–	0.01%	429
2019 Q2	$77K	Buy	1,288 +288	+29%	+$16.9K	0.01%	426
2019 Q1	$57K	Hold	1,000	–	–	﹤0.01%	464
2018 Q4	$50K	Hold	1,000	–	–	﹤0.01%	466
2018 Q3	$59K	Hold	1,000	–	–	0.01%	487
2018 Q2	$55K	Hold	1,000	–	–	﹤0.01%	509
2018 Q1	$51K	Hold	1,000	–	–	﹤0.01%	498
2017 Q4	$49K	Hold	1,000	–	–	﹤0.01%	512
2017 Q3	$45K	Hold	1,000	–	–	﹤0.01%	516
2017 Q2	$45K	Hold	1,000	–	–	﹤0.01%	524
2017 Q1	$44K	Hold	1,000	–	–	﹤0.01%	499
2016 Q4	$41K	Hold	1,000	–	–	﹤0.01%	500
2016 Q3	$40K	Hold	1,000	–	–	0.01%	458
2016 Q2	$39K	Hold	1,000	–	–	0.01%	419
2016 Q1	$40K	Hold	1,000	–	–	0.01%	418
2015 Q4	$39K	Hold	1,000	–	–	0.01%	427
2015 Q3	$37K	Hold	1,000	–	–	0.01%	439
2015 Q2	$38K	Hold	1,000	–	–	0.01%	443
2015 Q1	$38K	Sell	1,000 -160	-14%	-$5.88K	0.01%	438
2014 Q4	$42K	Buy	1,160 +160	+16%	+$5.49K	0.01%	422
2014 Q3	$33K	Hold	1,000	–	–	0.01%	459
2014 Q2	$33K	Buy	+1,000	New	+$32.4K	0.01%	442

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

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 $377B AUM 19.32% 1-Year Est. Return

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

Trust Company of Vermont's XLY Position: Q4 2025 in Review

Trust Company of Vermont reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.5% in Q4 2025, selling an estimated $3.56K and leaving 2,010 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #334.

Trust Company of Vermont first reported a position in XLY in Q2 2014 and has held it in 45 quarters since. The position peaked at $244K in Q3 2025. 1,359 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

Trust Company of Vermont held 2,010 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $240K as of Q4 2025.
Trust Company of Vermont sold 30 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $3.56K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #334 holding.
Trust Company of Vermont first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2014 and has held it in 45 quarters since.
Trust Company of Vermont's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $244K in Q3 2025.
1,359 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.