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

Campbell 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 Q4	$689K	Buy	6,142 +502	+9%	+$53.7K	0.06%	35
2024 Q3	$565K	Sell	5,640 -444	-7%	-$41.5K	0.05%	31
2024 Q2	$555K	Buy	6,084 +1,294	+27%	+$115K	0.18%	19
2024 Q1	$440K	Buy	4,790 +1,900	+66%	+$169K	0.04%	47
2023 Q4	$258K	Sell	2,890 -244	-8%	-$20.2K	0.03%	53
2023 Q3	$252K	Sell	3,134 -62	-2%	-$5.24K	0.03%	60
2023 Q2	$271K	Sell	3,196 -310	-9%	-$23.7K	0.03%	55
2023 Q1	$262K	Sell	3,506 -854	-20%	-$61.2K	0.03%	55
2022 Q4	$282K	Buy	4,360 +16	+0.4%	+$1.12K	0.04%	59
2022 Q3	$309K	Buy	4,344 +30	+0.7%	+$2.35K	0.04%	46
2022 Q2	$297K	Buy	4,314 +58	+1%	+$4.57K	0.04%	38
2022 Q1	$394K	Sell	4,256 -708	-14%	-$64.9K	0.05%	38
2021 Q4	$507K	Buy	4,964 +784	+19%	+$78.1K	0.06%	32
2021 Q3	$375K	Hold	4,180	–	–	0.05%	37
2021 Q2	$373K	Buy	4,180 +244	+6%	+$21.2K	0.05%	34
2021 Q1	$331K	Buy	3,936 +614	+18%	+$51.1K	0.05%	38
2020 Q4	$267K	Buy	3,322 +254	+8%	+$19.6K	0.04%	46
2020 Q3	$225K	Buy	3,068 +510	+20%	+$36.1K	0.04%	51
2020 Q2	$163K	Buy	+2,558	New	+$151K	0.03%	65

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

Campbell Wealth Management's XLY Position: Q4 2024 in Review

Campbell Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 8.9% in Q4 2024, buying an estimated $53.7K and bringing the position to 6,142 shares worth $689K. The position accounts for 0.06% of the portfolio, ranked #35.

Campbell Wealth Management first reported a position in XLY in Q2 2020 and has held it in 19 quarters since. 1,292 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

Campbell Wealth Management held 6,142 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $689K as of Q4 2024.
Campbell Wealth Management bought 502 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $53.7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of Campbell Wealth Management's portfolio in Q4 2024, its #35 holding.
Campbell Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2020 and has held it in 19 quarters since.
1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.