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

BKM 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
Q1 		– Sell
-256
Closed -$23K – 581
2023
Q4 		$23K Buy
+256
New +$21.2K 0.01% 355

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

BKM Wealth Management's XLY Position: Q1 2024 in Review

BKM Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 256 shares — an estimated $23K sold.

BKM Wealth Management first reported a position in XLY in Q4 2023 and held it in 1 quarter. The position peaked at $23K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

  • BKM Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 256 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $23K.
  • BKM Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $23K 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 BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.