Daiwa Securities Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Daiwa Securities Group’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	–	Sell	-12	Closed	-$1K	–	1333
2024 Q3	$1K	Hold	12	–	–	﹤0.01%	1266
2024 Q2	$1K	Buy	+12	New	+$1.07K	﹤0.01%	1310
2015 Q2	–	Sell	-4,000	Closed	-$150K	–	1007
2015 Q1	$150K	Sell	4,000 -1,000	-20%	-$36.8K	﹤0.01%	732
2014 Q4	$180K	Buy	+5,000	New	+$171K	﹤0.01%	669

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

Daiwa Securities Group's XLY Position: Q4 2024 in Review

Daiwa Securities Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2024, closing a stake of 12 shares — an estimated $1K sold.

Daiwa Securities Group first reported a position in XLY in Q4 2014 and held it in 4 quarters. The position peaked at $180K in Q4 2014. 1,292 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

Daiwa Securities Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Daiwa Securities Group sold 12 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $1K.
Daiwa Securities Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and held it in 4 quarters.
Daiwa Securities Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $180K in Q4 2014.
1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Daiwa Securities Group's 13F filing for Q4 2024, filed 7 Feb 2025.