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

Global Wealth Management Investment Advisory’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	-40	Closed	-$3.58K	–	456
2023 Q4	$3.58K	Hold	40	–	–	﹤0.01%	356
2023 Q3	$3.22K	Hold	40	–	–	﹤0.01%	351
2023 Q2	$3.4K	Buy	+40	New	+$3.06K	﹤0.01%	358
2022 Q3	–	Sell	-80	Closed	-$5K	–	496
2022 Q2	$5K	Sell	80 -178	-69%	-$14K	﹤0.01%	347
2022 Q1	$24K	Buy	258 +178	+223%	+$16.3K	0.01%	243
2021 Q4	$8K	Hold	80	–	–	﹤0.01%	331
2021 Q3	$7K	Hold	80	–	–	﹤0.01%	346
2021 Q2	$7K	Sell	80 -124	-61%	-$10.8K	﹤0.01%	327
2021 Q1	$17K	Buy	204 +98	+92%	+$8.15K	0.01%	263
2020 Q4	$9K	Hold	106	–	–	﹤0.01%	297
2020 Q3	$8K	Buy	106 +40	+61%	+$2.83K	﹤0.01%	295
2020 Q2	$4K	Sell	66 -136	-67%	-$8.02K	﹤0.01%	467
2020 Q1	$10K	Sell	202 -40	-17%	-$2.36K	0.01%	340
2019 Q4	$15K	Buy	242 +14	+6%	+$852	0.01%	301
2019 Q3	$14K	Sell	228 -142	-38%	-$8.56K	0.01%	287
2019 Q2	$22K	Sell	370 -3,168	-90%	-$185K	0.01%	264
2019 Q1	$201K	Buy	3,538 +936	+36%	+$50.8K	0.1%	116
2018 Q4	$129K	Buy	+2,602	New	+$138K	0.08%	158

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 $424B AUM 22.94% 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

Global Wealth Management Investment Advisory's XLY Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 40 shares — an estimated $3.58K sold.

Global Wealth Management Investment Advisory first reported a position in XLY in Q4 2018 and held it in 18 quarters. The position peaked at $201K in Q1 2019. 1,137 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 40 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $3.58K.
Global Wealth Management Investment Advisory first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $201K in Q1 2019.
1,137 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.