Executive Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Executive Wealth 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 Q4	$373K	Hold	3,324	–	–	0.03%	193
2024 Q3	$333K	Buy	3,324 +256	+8%	+$23.9K	0.03%	212
2024 Q2	$280K	Sell	3,068 -198	-6%	-$17.6K	0.05%	103
2024 Q1	$298K	Buy	3,266 +34	+1%	+$3.03K	0.03%	196
2023 Q4	$289K	Sell	3,232 -462	-13%	-$38.3K	0.03%	177
2023 Q3	$297K	Buy	3,694 +392	+12%	+$33.1K	0.03%	161
2023 Q2	$281K	Buy	3,302 +4	+0.1%	+$306	0.03%	162
2023 Q1	$247K	Sell	3,298 -66	-2%	-$4.73K	0.03%	171
2022 Q4	$217K	Buy	3,364 +2,876	+589%	+$201K	0.03%	182
2022 Q3	$244	Sell	488 -3,164	-87%	-$248K	0.03%	156
2022 Q2	$251K	Sell	3,652 -494	-12%	-$38.9K	0.03%	159
2022 Q1	$383K	Sell	4,146 -1,042	-20%	-$95.4K	0.04%	148
2021 Q4	$530K	Buy	5,188 +2,022	+64%	+$201K	0.05%	134
2021 Q3	$284K	Buy	3,166 +250	+9%	+$22.7K	0.03%	153
2021 Q2	$260K	Buy	2,916 +364	+14%	+$31.7K	0.03%	168
2021 Q1	$214K	Sell	2,552 -2,564	-50%	-$213K	0.03%	180
2020 Q4	$411K	Buy	+5,116	New	+$394K	0.05%	128
2019 Q3	–	Sell	-1,388	Closed	-$83K	–	829
2019 Q2	$83K	Buy	1,388 +832	+150%	+$48.7K	0.01%	233
2019 Q1	$32K	Hold	556	–	–	0.01%	351
2018 Q4	$28K	Buy	+556	New	+$29.4K	﹤0.01%	376

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

Executive Wealth Management's XLY Position: Q4 2024 in Review

Executive Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q4 2024 at 3,324 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #193.

Executive Wealth Management first reported a position in XLY in Q4 2018 and has held it in 20 quarters since. The position peaked at $530K in Q4 2021. 1,292 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

Executive Wealth Management held 3,324 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $373K as of Q4 2024.
Executive Wealth Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #193 holding.
Executive Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 20 quarters since.
Executive Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $530K in Q4 2021.
1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.