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

Cedar 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
2023 Q4	–	Sell	-666	Closed	-$53.6K	–	301
2023 Q3	$53.6K	Hold	666	–	–	0.02%	153
2023 Q2	$56.5K	Hold	666	–	–	0.02%	151
2023 Q1	$49.8K	Hold	666	–	–	0.02%	155
2022 Q4	$43K	Hold	666	–	–	0.02%	153
2022 Q3	$47K	Hold	666	–	–	0.02%	166
2022 Q2	$46K	Sell	666 -288	-30%	-$22.7K	0.02%	173
2022 Q1	$88K	Hold	954	–	–	0.04%	145
2021 Q4	$98K	Buy	954 +666	+231%	+$66.3K	0.04%	147
2021 Q3	$26K	Hold	288	–	–	0.01%	194
2021 Q2	$26K	Buy	+288	New	+$25.1K	0.01%	196

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Cedar Wealth Management's XLY Position: Q4 2023 in Review

Cedar Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2023, closing a stake of 666 shares — an estimated $53.6K sold.

Cedar Wealth Management first reported a position in XLY in Q2 2021 and held it in 10 quarters. The position peaked at $98K in Q4 2021. 1,145 funds tracked by Wall St. Rank hold XLY as of Q4 2023.

Cedar Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Cedar Wealth Management sold 666 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2023, an estimated $53.6K.
Cedar Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and held it in 10 quarters.
Cedar Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $98K in Q4 2021.
1,145 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2023.

Based on Cedar Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.