FAS Wealth Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

FAS Wealth Partners’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 Q1	–	Sell	-14	Closed	-$1.25K	–	464
2023 Q4	$1.25K	Buy	+14	New	+$1.16K	﹤0.01%	425
2019 Q1	–	Sell	-4,406	Closed	-$218K	–	196
2018 Q4	$218K	Buy	4,406 +406	+10%	+$21.5K	0.05%	177
2018 Q3	$234K	Hold	4,000	–	–	0.05%	167
2018 Q2	$219K	Hold	4,000	–	–	0.06%	165
2018 Q1	$203K	Buy	+4,000	New	+$209K	0.06%	166

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

FAS Wealth Partners's XLY Position: Q1 2024 in Review

FAS Wealth Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 14 shares — an estimated $1.25K sold.

FAS Wealth Partners first reported a position in XLY in Q1 2018 and held it in 5 quarters. The position peaked at $234K in Q3 2018. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

FAS Wealth Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
FAS Wealth Partners sold 14 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $1.25K.
FAS Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and held it in 5 quarters.
FAS Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $234K in Q3 2018.
1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on FAS Wealth Partners's 13F filing for Q1 2024, filed 29 Apr 2024.