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Evernest Financial Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Evernest Financial Advisors’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
-2,000
Closed -$200K – 180
2024
Q3 		$200K Buy
+2,000
New +$187K 0.05% 154

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evernest Financial Advisors's XLY Position: Q4 2024 in Review

Evernest Financial Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2024, closing a stake of 2,000 shares — an estimated $200K sold.

Evernest Financial Advisors first reported a position in XLY in Q3 2024 and held it in 1 quarter. The position peaked at $200K in Q3 2024. 1,292 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

  • Evernest Financial Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Evernest Financial Advisors sold 2,000 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $200K.
  • Evernest Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Evernest Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $200K in Q3 2024.
  • 1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Evernest Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.