Charles D. Hyman’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Charles D. Hyman’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 Q2	$524K	Hold	5,750	–	–	0.03%	166
2024 Q1	$529K	Hold	5,750	–	–	0.03%	165
2023 Q4	$514K	Hold	5,750	–	–	0.03%	165
2023 Q3	$463K	Hold	5,750	–	–	0.03%	162
2023 Q2	$488K	Hold	5,750	–	–	0.03%	163
2023 Q1	$430K	Sell	5,750 -122	-2%	-$8.75K	0.03%	176
2022 Q4	$379K	Sell	5,872 -40	-0.7%	-$2.79K	0.03%	175
2022 Q3	$421K	Buy	5,912 +1,476	+33%	+$115K	0.03%	159
2022 Q2	$305K	Hold	4,436	–	–	0.02%	191
2022 Q1	$410K	Hold	4,436	–	–	0.03%	175
2021 Q4	$453K	Hold	4,436	–	–	0.03%	171
2021 Q3	$398K	Hold	4,436	–	–	0.03%	173
2021 Q2	$396K	Hold	4,436	–	–	0.03%	176
2021 Q1	$373K	Hold	4,436	–	–	0.03%	177
2020 Q4	$357K	Hold	4,436	–	–	0.03%	176
2020 Q3	$326K	Hold	4,436	–	–	0.03%	174
2020 Q2	$283K	Hold	4,436	–	–	0.03%	182
2020 Q1	$218K	Sell	4,436 -782	-15%	-$46.2K	0.03%	173
2019 Q4	$327K	Buy	+5,218	New	+$317K	0.03%	161

Other funds holding XLY

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

PCH

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

Charles D. Hyman's XLY Position: Q2 2024 in Review

Charles D. Hyman held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2024 at 5,750 shares worth $524K. The position accounts for 0.03% of the portfolio, ranked #166.

Charles D. Hyman first reported a position in XLY in Q4 2019 and has held it in 19 quarters since. The position peaked at $529K in Q1 2024. 1,116 funds tracked by Wall St. Rank hold XLY as of Q2 2024.

Charles D. Hyman held 5,750 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $524K as of Q2 2024.
Charles D. Hyman left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2024.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Charles D. Hyman's portfolio in Q2 2024, its #166 holding.
Charles D. Hyman first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 19 quarters since.
Charles D. Hyman's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $529K in Q1 2024.
1,116 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.