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

Trust Point Inc’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	$439K	Hold	3,740	–	–	0.04%	251
2026 Q1	$408K	Sell	3,740 -38	-1%	-$4.44K	0.04%	301
2025 Q4	$451K	Buy	3,778 +38	+1%	+$4.51K	0.04%	253
2025 Q3	$448K	Hold	3,740	–	–	0.04%	256
2025 Q2	$406K	Sell	3,740 -90	-2%	-$9.2K	0.04%	227
2025 Q1	$378K	Buy	3,830 +90	+2%	+$9.76K	0.03%	282
2024 Q4	$420K	Hold	3,740	–	–	0.03%	338
2024 Q3	$375K	Hold	3,740	–	–	0.03%	340
2024 Q2	$341K	Hold	3,740	–	–	0.03%	346
2024 Q1	$344K	Hold	3,740	–	–	0.03%	371
2023 Q4	$334K	Buy	+3,740	New	+$310K	0.03%	370

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Trust Point Inc's XLY Position: Q2 2026 in Review

Trust Point Inc held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 3,740 shares worth $439K. The position accounts for 0.04% of the portfolio, ranked #251.

Trust Point Inc first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $451K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Trust Point Inc held 3,740 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $439K as of Q2 2026.
Trust Point Inc left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Trust Point Inc's portfolio in Q2 2026, its #251 holding.
Trust Point Inc first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $451K in Q4 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.