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

Granite Bay 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	-13,896	Closed	-$1.15M	–	299
2023 Q4	$1.15M	Sell	13,896 -8,092	-37%	-$670K	0.01%	199
2023 Q3	$1.86M	Buy	+21,988	New	+$1.86M	0.02%	176
2023 Q2	–	Sell	-3,024	Closed	-$226K	–	78
2023 Q1	$226K	Buy	+3,024	New	+$217K	0.16%	70
2022 Q4	–	Sell	-4,670	Closed	-$333K	–	71
2022 Q3	$333K	Sell	4,670 -178	-4%	-$13.9K	0.27%	43
2022 Q2	$333K	Sell	4,848 -220	-4%	-$17.3K	0.26%	38
2022 Q1	$469K	Sell	5,068 -1,842	-27%	-$169K	0.38%	36
2021 Q4	$706K	Buy	+6,910	New	+$688K	0.7%	27

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

Granite Bay Wealth Management's XLY Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 13,896 shares — an estimated $1.15M sold.

Granite Bay Wealth Management first reported a position in XLY in Q4 2021 and held it in 7 quarters. The position peaked at $1.86M in Q3 2023. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

Granite Bay Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 13,896 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $1.15M.
Granite Bay Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
Granite Bay Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.86M in Q3 2023.
1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.