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

Brady Family 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 Q1	–	Sell	-5,592	Closed	-$500K	–	120
2023 Q4	$500K	Buy	+5,592	New	+$463K	0.17%	82
2023 Q2	–	Sell	-8,958	Closed	-$670K	–	118
2023 Q1	$670K	Hold	8,958	–	–	0.26%	74
2022 Q4	$579K	Buy	+8,958	New	+$625K	0.24%	75

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

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

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

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

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

Brady Family Wealth's XLY Position: Q1 2024 in Review

Brady Family Wealth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 5,592 shares — an estimated $500K sold.

Brady Family Wealth first reported a position in XLY in Q4 2022 and held it in 3 quarters. The position peaked at $670K in Q1 2023. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

Brady Family Wealth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Brady Family Wealth sold 5,592 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $500K.
Brady Family Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
Brady Family Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $670K in Q1 2023.
1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on Brady Family Wealth's 13F filing for Q1 2024, filed 13 May 2024.