Aspire Private Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Aspire Private Capital’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 Q4	–	Sell	-160	Closed	-$16K	–	658
2024 Q3	$16K	Hold	160	–	–	﹤0.01%	327
2024 Q2	$14.6K	Sell	160 -96	-38%	-$8.53K	﹤0.01%	343
2024 Q1	$23.5K	Sell	256 -64	-20%	-$5.7K	0.01%	304
2023 Q4	$28.6K	Buy	320 +64	+25%	+$5.3K	0.01%	271
2023 Q3	$20.6K	Hold	256	–	–	0.01%	305
2023 Q2	$21.7K	Hold	256	–	–	0.01%	284
2023 Q1	$19.1K	Sell	256 -90	-26%	-$6.45K	0.01%	294
2022 Q4	$22.3K	Hold	346	–	–	0.01%	273
2022 Q3	$25K	Sell	346 -2	-0.6%	-$156	0.01%	259
2022 Q2	$24K	Hold	348	–	–	0.01%	267
2022 Q1	$32K	Sell	348 -48	-12%	-$4.4K	0.01%	236
2021 Q4	$40K	Buy	396 +146	+58%	+$14.5K	0.01%	236
2021 Q3	$22K	Hold	250	–	–	0.01%	262
2021 Q2	$22K	Sell	250 -376	-60%	-$32.7K	0.01%	269
2021 Q1	$53K	Sell	626 -83,686	-99%	-$6.96M	0.02%	219
2020 Q4	$6.78M	Buy	84,312 +42,908	+104%	+$3.31M	2.59%	9
2020 Q3	$3.04M	Buy	+41,404	New	+$2.93M	1.25%	22
2019 Q3	–	Sell	-20	Closed	-$1K	–	564
2019 Q2	$1K	Sell	20 -3,206	-99%	-$188K	﹤0.01%	498
2019 Q1	$184K	Sell	3,226 -25,552	-89%	-$1.39M	0.09%	121
2018 Q4	$1.43M	Buy	+28,778	New	+$1.52M	0.82%	36

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

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

Aspire Private Capital's XLY Position: Q4 2024 in Review

Aspire Private Capital sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2024, closing a stake of 160 shares — an estimated $16K sold.

Aspire Private Capital first reported a position in XLY in Q4 2018 and held it in 20 quarters. The position peaked at $6.78M in Q4 2020. 1,294 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

Aspire Private Capital reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 160 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $16K.
Aspire Private Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and held it in 20 quarters.
Aspire Private Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.78M in Q4 2020.
1,294 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.