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

FSA 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 Q1	–	Sell	-176	Closed	-$16K	–	638
2023 Q4	$16K	Buy	+176	New	+$14.6K	0.01%	268
2021 Q1	–	Sell	-162	Closed	-$13K	–	248
2020 Q4	$13K	Buy	+162	New	+$12.5K	0.01%	242
2020 Q3	–	Sell	-162	Closed	-$10K	–	371
2020 Q2	$10K	Hold	162	–	–	0.01%	273
2020 Q1	$8K	Hold	162	–	–	0.01%	272
2019 Q4	$10K	Buy	+162	New	+$9.86K	0.01%	315

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

FSA Wealth Management's XLY Position: Q1 2024 in Review

FSA Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 176 shares — an estimated $16K sold.

FSA Wealth Management first reported a position in XLY in Q4 2019 and held it in 5 quarters. The position peaked at $16K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

FSA Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
FSA Wealth Management sold 176 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $16K.
FSA Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 5 quarters.
FSA Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $16K in Q4 2023.
1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.