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

Gray 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 Q4	$368K	Hold	3,282	–	–	0.14%	88
2024 Q3	$329K	Hold	3,282	–	–	0.13%	93
2024 Q2	$299K	Buy	3,282 +224	+7%	+$19.9K	0.13%	93
2024 Q1	$281K	Hold	3,058	–	–	0.13%	101
2023 Q4	$273K	Hold	3,058	–	–	0.13%	94
2023 Q3	$246K	Hold	3,058	–	–	0.13%	101
2023 Q2	$260K	Sell	3,058 -28	-0.9%	-$2.14K	0.13%	101
2023 Q1	$231K	Buy	+3,086	New	+$221K	0.13%	106
2022 Q4	–	Sell	-3,066	Closed	-$218K	–	123
2022 Q3	$218K	Buy	3,066 +20	+0.7%	+$1.56K	0.14%	104
2022 Q2	$209K	Hold	3,046	–	–	0.13%	106
2022 Q1	$282K	Hold	3,046	–	–	0.15%	90
2021 Q4	$311K	Hold	3,046	–	–	0.15%	90
2021 Q3	$273K	Buy	3,046 +28	+0.9%	+$2.54K	0.15%	93
2021 Q2	$269K	Hold	3,018	–	–	0.15%	91
2021 Q1	$254K	Hold	3,018	–	–	0.16%	91
2020 Q4	$242K	Hold	3,018	–	–	0.17%	89
2020 Q3	$221K	Buy	+3,018	New	+$214K	0.17%	87

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Gray Wealth Management's XLY Position: Q4 2024 in Review

Gray Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q4 2024 at 3,282 shares worth $368K. The position accounts for 0.14% of the portfolio, ranked #88.

Gray Wealth Management first reported a position in XLY in Q3 2020 and has held it in 17 quarters since. 1,292 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

Gray Wealth Management held 3,282 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $368K as of Q4 2024.
Gray Wealth Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.14% of Gray Wealth Management's portfolio in Q4 2024, its #88 holding.
Gray Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and has held it in 17 quarters since.
1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.