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

Analyst IMS Investment Management Services’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 Q1	–	Sell	-11,558	Closed	-$1.03M	–	114
2023 Q4	$1.03M	Buy	11,558 +3,694	+47%	+$306K	0.05%	63
2023 Q3	$630K	Buy	7,864 +4,316	+122%	+$365K	0.04%	71
2023 Q2	$297K	Buy	3,548 +596	+20%	+$45.6K	0.02%	83
2023 Q1	$215K	Buy	+2,952	New	+$212K	0.02%	90
2022 Q4	–	Sell	-3,062	Closed	-$222K	–	104
2022 Q3	$222K	Sell	3,062 -580	-16%	-$45.4K	0.02%	94
2022 Q2	$250K	Buy	+3,642	New	+$287K	0.02%	95
2015 Q3	–	Sell	-6,454	Closed	-$247K	–	101
2015 Q2	$247K	Sell	6,454 -2,510	-28%	-$96K	0.1%	90
2015 Q1	$338K	Buy	8,964 +2,084	+30%	+$76.6K	0.13%	89
2014 Q4	$249K	Buy	+6,880	New	+$236K	0.1%	92

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

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

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

RJA

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

PCH

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Analyst IMS Investment Management Services's XLY Position: Q1 2024 in Review

Analyst IMS Investment Management Services sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 11,558 shares — an estimated $1.03M sold.

Analyst IMS Investment Management Services first reported a position in XLY in Q4 2014 and held it in 9 quarters. The position peaked at $1.03M in Q4 2023. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

Analyst IMS Investment Management Services reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Analyst IMS Investment Management Services sold 11,558 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $1.03M.
Analyst IMS Investment Management Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and held it in 9 quarters.
Analyst IMS Investment Management Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.03M in Q4 2023.
1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2024, filed 15 May 2024.