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

BigSur 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 Q2	–	Sell	-5,570	Closed	-$512K	–	159
2024 Q1	$512K	Buy	+5,570	New	+$496K	0.16%	108
2022 Q3	–	Sell	-500	Closed	-$34K	–	140
2022 Q2	$34K	Hold	500	–	–	0.02%	134
2022 Q1	$46K	Buy	+500	New	+$45.8K	0.02%	138
2017 Q4	–	Sell	-5,280	Closed	-$238K	–	100
2017 Q3	$238K	Hold	5,280	–	–	0.24%	83
2017 Q2	$241K	Hold	5,280	–	–	0.24%	79
2017 Q1	$240K	Buy	+5,280	New	+$226K	0.26%	75

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

PCH

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

BigSur Wealth Management's XLY Position: Q2 2024 in Review

BigSur Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2024, closing a stake of 5,570 shares — an estimated $512K sold.

BigSur Wealth Management first reported a position in XLY in Q1 2017 and held it in 6 quarters. The position peaked at $512K in Q1 2024. 1,116 funds tracked by Wall St. Rank hold XLY as of Q2 2024.

BigSur Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
BigSur Wealth Management sold 5,570 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2024, an estimated $512K.
BigSur Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2017 and held it in 6 quarters.
BigSur Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $512K in Q1 2024.
1,116 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2024.

Based on BigSur Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.