Chesapeake Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Chesapeake Asset 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 Q1	–	Sell	-62	Closed	-$5.54K	–	423
2023 Q4	$5.54K	Hold	62	–	–	﹤0.01%	289
2023 Q3	$4.99K	Hold	62	–	–	﹤0.01%	310
2023 Q2	$5.26K	Hold	62	–	–	﹤0.01%	307
2023 Q1	$4.63K	Buy	+62	New	+$4.45K	﹤0.01%	309

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Chesapeake Asset Management's XLY Position: Q1 2024 in Review

Chesapeake Asset Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 62 shares — an estimated $5.54K sold.

Chesapeake Asset Management first reported a position in XLY in Q1 2023 and held it in 4 quarters. The position peaked at $5.54K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

Chesapeake Asset Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Chesapeake Asset Management sold 62 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $5.54K.
Chesapeake Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and held it in 4 quarters.
Chesapeake Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.54K in Q4 2023.
1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on Chesapeake Asset Management's 13F filing for Q1 2024, filed 5 Jan 2026.