9258 Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

9258 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
2024 Q3	$1.03M	Buy	10,272 +392	+4%	+$36.6K	0.15%	119
2024 Q2	$901K	Buy	9,880 +206	+2%	+$18.3K	0.14%	128
2024 Q1	$889K	Buy	9,674 +92	+1%	+$8.19K	0.14%	137
2023 Q4	$857K	Sell	9,582 -398	-4%	-$33K	0.15%	129
2023 Q3	$803K	Hold	9,980	–	–	0.16%	127
2023 Q2	$847K	Sell	9,980 -464	-4%	-$35.5K	0.16%	122
2023 Q1	$781K	Buy	10,444 +3,844	+58%	+$276K	0.16%	121
2022 Q4	$426K	Sell	6,600 -2,438	-27%	-$170K	0.09%	199
2022 Q3	$644K	Sell	9,038 -1,470	-14%	-$115K	0.16%	132
2022 Q2	$722K	Buy	10,508 +656	+7%	+$51.7K	0.19%	132
2022 Q1	$911K	Sell	9,852 -2,646	-21%	-$242K	0.21%	118
2021 Q4	$1.28M	Buy	12,498 +304	+2%	+$30.3K	0.29%	74
2021 Q3	$1.09M	Buy	12,194 +224	+2%	+$20.3K	0.29%	77
2021 Q2	$1.07M	Buy	11,970 +2,260	+23%	+$197K	0.29%	82
2021 Q1	$816K	Buy	9,710 +344	+4%	+$28.6K	0.25%	100
2020 Q4	$753K	Buy	9,366 +2,838	+43%	+$219K	0.25%	101
2020 Q3	$467K	Sell	6,528 -926	-12%	-$65.5K	0.18%	144
2020 Q2	$476K	Sell	7,454 -800	-10%	-$47.2K	0.19%	141
2020 Q1	$472K	Buy	8,254 +946	+13%	+$55.9K	0.21%	131
2019 Q4	$458K	Hold	7,308	–	–	0.17%	155
2019 Q3	$441K	Sell	7,308 -332	-4%	-$20K	0.34%	101
2019 Q2	$455K	Buy	7,640 +304	+4%	+$17.8K	0.37%	94
2019 Q1	$418K	Sell	7,336 -1,546	-17%	-$83.8K	0.36%	95
2018 Q4	$440K	Buy	+8,882	New	+$470K	0.42%	82

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

9258 Wealth Management's XLY Position: Q3 2024 in Review

9258 Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4% in Q3 2024, buying an estimated $36.6K and bringing the position to 10,272 shares worth $1.03M. The position accounts for 0.15% of the portfolio, ranked #119.

9258 Wealth Management first reported a position in XLY in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.28M in Q4 2021. 1,139 funds tracked by Wall St. Rank hold XLY as of Q3 2024.

9258 Wealth Management held 10,272 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.03M as of Q3 2024.
9258 Wealth Management bought 392 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2024, an estimated $36.6K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.15% of 9258 Wealth Management's portfolio in Q3 2024, its #119 holding.
9258 Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 24 quarters since.
9258 Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.28M in Q4 2021.
1,139 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.