First Trust Investment Solutions’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

First Trust Investment Solutions’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 Q3	$4.98M	Sell	49,716 -7,530	-13%	-$704K	0.56%	46
2024 Q2	$5.22M	Buy	57,246 +1,070	+2%	+$95.1K	0.74%	41
2024 Q1	$5.17M	Buy	56,176 +3,396	+6%	+$302K	0.91%	34
2023 Q4	$4.72M	Buy	+52,780	New	+$4.37M	0.98%	32

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

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

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

RJA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCH

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

First Trust Investment Solutions's XLY Position: Q3 2024 in Review

First Trust Investment Solutions reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 13% in Q3 2024, selling an estimated $704K and leaving 49,716 shares worth $4.98M. The position accounts for 0.56% of the portfolio, ranked #46.

First Trust Investment Solutions first reported a position in XLY in Q4 2023 and has held it in 4 quarters since. The position peaked at $5.22M in Q2 2024. 1,139 funds tracked by Wall St. Rank hold XLY as of Q3 2024.

First Trust Investment Solutions held 49,716 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.98M as of Q3 2024.
First Trust Investment Solutions sold 7,530 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2024, an estimated $704K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.56% of First Trust Investment Solutions's portfolio in Q3 2024, its #46 holding.
First Trust Investment Solutions first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
First Trust Investment Solutions's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.22M in Q2 2024.
1,139 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.