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

Avitas 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 Q4	$2.56M	Sell	22,820 -1,258	-5%	-$135K	0.35%	74
2024 Q3	$2.41M	Sell	24,078 -390	-2%	-$36.5K	0.34%	81
2024 Q2	$2.23M	Buy	24,468 +110	+0.5%	+$9.77K	0.33%	82
2024 Q1	$2.24M	Sell	24,358 -482	-2%	-$42.9K	0.34%	78
2023 Q4	$2.22M	Buy	24,840 +244	+1%	+$20.2K	0.37%	76
2023 Q3	$1.98M	Sell	24,596 -44	-0.2%	-$3.72K	0.38%	76
2023 Q2	$2.09M	Buy	24,640 +202	+0.8%	+$15.5K	0.38%	77
2023 Q1	$1.83M	Buy	24,438 +6,172	+34%	+$442K	0.36%	85
2022 Q4	$1.18M	Sell	18,266 -6,250	-25%	-$436K	0.25%	104
2022 Q3	$1.75M	Buy	24,516 +520	+2%	+$40.7K	0.4%	77
2022 Q2	$1.65M	Buy	23,996 +6,494	+37%	+$512K	0.36%	91
2022 Q1	$1.62M	Buy	17,502 +7,186	+70%	+$658K	0.29%	97
2021 Q4	$1.05M	Sell	10,316 -152	-1%	-$15.1K	0.18%	122
2021 Q3	$939K	Sell	10,468 -186	-2%	-$16.9K	0.17%	131
2021 Q2	$951K	Buy	10,654 +114	+1%	+$9.93K	0.17%	143
2021 Q1	$886K	Sell	10,540 -56	-0.5%	-$4.66K	0.17%	145
2020 Q4	$852K	Sell	10,596 -116	-1%	-$8.94K	0.17%	156
2020 Q3	$787K	Buy	10,712 +212	+2%	+$15K	0.22%	122
2020 Q2	$670K	Sell	10,500 -60	-0.6%	-$3.54K	0.22%	122
2020 Q1	$518K	Sell	10,560 -6,804	-39%	-$402K	0.24%	95
2019 Q4	$1.09M	Sell	17,364 -122	-0.7%	-$7.42K	0.28%	102
2019 Q3	$1.05M	Sell	17,486 -354	-2%	-$21.3K	0.29%	100
2019 Q2	$1.06M	Buy	17,840 +396	+2%	+$23.2K	0.3%	105
2019 Q1	$993K	Buy	17,444 +52	+0.3%	+$2.82K	0.29%	100
2018 Q4	$861K	Buy	17,392 +776	+5%	+$41K	0.28%	103
2018 Q3	$974K	Sell	16,616 -7,076	-30%	-$403K	0.28%	112
2018 Q2	$1.29M	Buy	+23,692	New	+$1.25M	0.4%	99

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Avitas Wealth Management's XLY Position: Q4 2024 in Review

Avitas Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.2% in Q4 2024, selling an estimated $135K and leaving 22,820 shares worth $2.56M. The position accounts for 0.35% of the portfolio, ranked #74.

Avitas Wealth Management first reported a position in XLY in Q2 2018 and has held it in 27 quarters since. 1,292 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

Avitas Wealth Management held 22,820 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.56M as of Q4 2024.
Avitas Wealth Management sold 1,258 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $135K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.35% of Avitas Wealth Management's portfolio in Q4 2024, its #74 holding.
Avitas Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and has held it in 27 quarters since.
1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.