Eagle Strategies’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Eagle Strategies’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	-2,072	Closed	-$208K	–	227
2024 Q3	$208K	Buy	+2,072	New	+$194K	0.04%	208
2024 Q2	–	Sell	-11,778	Closed	-$1.08M	–	344
2024 Q1	$1.08M	Buy	11,778 +9,320	+379%	+$830K	0.24%	95
2023 Q4	$220K	Buy	+2,458	New	+$204K	0.05%	180
2023 Q3	–	Sell	-2,814	Closed	-$239K	–	189
2023 Q2	$239K	Buy	2,814 +140	+5%	+$10.7K	0.06%	169
2023 Q1	$200K	Buy	+2,674	New	+$192K	0.05%	172

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

Eagle Strategies's XLY Position: Q4 2024 in Review

Eagle Strategies sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2024, closing a stake of 2,072 shares — an estimated $208K sold.

Eagle Strategies first reported a position in XLY in Q1 2023 and held it in 5 quarters. The position peaked at $1.08M in Q1 2024. 1,292 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

Eagle Strategies reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Eagle Strategies sold 2,072 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $208K.
Eagle Strategies first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and held it in 5 quarters.
Eagle Strategies's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.08M in Q1 2024.
1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Eagle Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.