BW Gestao de Investimentos’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

BW Gestao de Investimentos’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	–	Sell	-93,870	Closed	-$9.4M	–	159
2024 Q3	$9.4M	Sell	93,870 -57,990	-38%	-$5.42M	0.66%	37
2024 Q2	$13.8M	Buy	151,860 +66,610	+78%	+$5.92M	0.77%	37
2024 Q1	$7.84M	Hold	85,250	–	–	0.23%	51
2023 Q4	$7.62M	Hold	85,250	–	–	0.24%	63
2023 Q3	$6.86M	Sell	85,250 -111,970	-57%	-$9.47M	0.8%	33
2023 Q2	$16.7M	Buy	197,220 +139,630	+242%	+$10.7M	2.48%	14
2023 Q1	$4.31M	Sell	57,590 -57,590	-50%	-$4.13M	0.61%	43
2022 Q4	$7.44M	Buy	115,180 +93,780	+438%	+$6.54M	1.11%	31
2022 Q3	$1.52M	Sell	21,400 -28,400	-57%	-$2.22M	0.36%	36
2022 Q2	$3.42M	Hold	49,800	–	–	0.79%	37
2022 Q1	$4.61M	Buy	+49,800	New	+$4.56M	0.98%	38

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

BW Gestao de Investimentos's XLY Position: Q4 2024 in Review

BW Gestao de Investimentos sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2024, closing a stake of 93,870 shares — an estimated $9.4M sold.

BW Gestao de Investimentos first reported a position in XLY in Q1 2022 and held it in 11 quarters. The position peaked at $16.7M in Q2 2023. 1,292 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

BW Gestao de Investimentos reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
BW Gestao de Investimentos sold 93,870 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $9.4M.
BW Gestao de Investimentos first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and held it in 11 quarters.
BW Gestao de Investimentos's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $16.7M in Q2 2023.
1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on BW Gestao de Investimentos's 13F filing for Q4 2024, filed 14 Feb 2025.