Evergreen Private Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Evergreen Private Wealth’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
2025 Q1	–	Sell	-1,216	Closed	-$136K	–	207
2024 Q4	$136K	Buy	+1,216	New	+$130K	0.06%	89

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evergreen Private Wealth's XLY Position: Q1 2025 in Review

Evergreen Private Wealth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 1,216 shares — an estimated $136K sold.

Evergreen Private Wealth first reported a position in XLY in Q4 2024 and held it in 1 quarter. The position peaked at $136K in Q4 2024. 1,221 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

Evergreen Private Wealth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Evergreen Private Wealth sold 1,216 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $136K.
Evergreen Private Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
Evergreen Private Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $136K in Q4 2024.
1,221 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on Evergreen Private Wealth's 13F filing for Q1 2025, filed 2 May 2025.