Cassady Schiller Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
Cassady Schiller Wealth Management's XLY Position: Q4 2024 in Review
Cassady Schiller Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q4 2024 at 74 shares worth $8.3K. The position accounts for ﹤0.01% of the portfolio, ranked #358.
Cassady Schiller Wealth Management first reported a position in XLY in Q4 2022 and has held it in 7 quarters since. The position peaked at $17K in Q2 2023. 1,292 funds tracked by Wall St. Rank hold XLY as of Q4 2024.
- Cassady Schiller Wealth Management held 74 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $8.3K as of Q4 2024.
- Cassady Schiller Wealth Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q4 2024.
- State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #358 holding.
- Cassady Schiller Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 7 quarters since.
- Cassady Schiller Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $17K 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 Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.