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

Bison Wealth’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 		$341K Buy
3,038
+780
+35% +$83.4K 0.08% 206
2024
Q3 		$226K Sell
2,258
-494
-18% -$46.2K 0.04% 371
2024
Q2 		$253K Hold
2,752
– – 0.04% 358
2024
Q1 		$253K Sell
2,752
-304
-10% -$27.1K 0.04% 358
2023
Q4 		$273K Buy
3,056
+142
+5% +$11.8K 0.05% 332
2023
Q3 		$234K Buy
+2,914
New +$246K 0.05% 342
2022
Q3 		– Sell
-744
Closed -$51K – 381
2022
Q2 		$51K Hold
744
– – 0.03% 230
2022
Q1 		$69K Sell
744
-4
-0.5% -$366 0.04% 250
2021
Q4 		$77K Sell
748
-1,104
-60% -$110K 0.04% 224
2021
Q3 		$166K Sell
1,852
-20
-1% -$1.82K 0.08% 245
2021
Q2 		$167K Buy
1,872
+286
+18% +$24.9K 0.07% 247
2021
Q1 		$133K Hold
1,586
– – 0.06% 261
2020
Q4 		$127K Buy
1,586
+2
+0.1% +$154 0.06% 251
2020
Q3 		$116K Sell
1,584
-28
-2% -$1.98K 0.07% 214
2020
Q2 		$103K Sell
1,612
-4
-0.2% -$236 0.07% 222
2020
Q1 		$79K Buy
1,616
+4
+0.2% +$236 0.06% 216
2019
Q4 		$101K Buy
+1,612
New +$98.1K 0.05% 269
2016
Q3 		– Sell
-5,616
Closed -$219K – 204
2016
Q2 		$219K Sell
5,616
-908
-14% -$35.7K 0.13% 174
2016
Q1 		$258K Sell
6,524
-2,198
-25% -$81.9K 0.17% 144
2015
Q4 		$341K Buy
+8,722
New +$346K 0.19% 143

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bison Wealth's XLY Position: Q4 2024 in Review

Bison Wealth increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 35% in Q4 2024, buying an estimated $83.4K and bringing the position to 3,038 shares worth $341K. The position accounts for 0.08% of the portfolio, ranked #206.

Bison Wealth first reported a position in XLY in Q4 2015 and has held it in 20 quarters since. The position peaked at $341K in Q4 2015. 1,293 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

  • Bison Wealth held 3,038 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $341K as of Q4 2024.
  • Bison Wealth bought 780 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $83.4K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.08% of Bison Wealth's portfolio in Q4 2024, its #206 holding.
  • Bison Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and has held it in 20 quarters since.
  • Bison Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $341K in Q4 2015.
  • 1,293 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.