GYL Financial Synergies’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

GYL Financial Synergies’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	$592K	Buy	5,908 +118	+2%	+$11K	0.04%	223
2024 Q2	$528K	Sell	5,790 -196	-3%	-$17.4K	0.04%	229
2024 Q1	$550K	Sell	5,986 -442	-7%	-$39.4K	0.04%	228
2023 Q4	$575K	Sell	6,428 -362	-5%	-$30K	0.05%	226
2023 Q3	$547K	Buy	6,790 +148	+2%	+$12.5K	0.05%	227
2023 Q2	$564K	Sell	6,642 -2,962	-31%	-$227K	0.05%	227
2023 Q1	$718K	Sell	9,604 -742	-7%	-$53.2K	0.09%	158
2022 Q4	$668K	Sell	10,346 -1,144	-10%	-$79.8K	0.14%	99
2022 Q3	$818K	Sell	11,490 -122	-1%	-$9.54K	0.22%	63
2022 Q2	$798K	Sell	11,612 -152	-1%	-$12K	0.22%	66
2022 Q1	$1.09M	Sell	11,764 -440	-4%	-$40.3K	0.26%	52
2021 Q4	$1.25M	Sell	12,204 -668	-5%	-$66.5K	0.34%	50
2021 Q3	$1.16M	Buy	12,872 +32	+0.2%	+$2.91K	0.59%	35
2021 Q2	$1.15M	Buy	12,840 +278	+2%	+$24.2K	0.59%	34
2021 Q1	$1.06M	Sell	12,562 -6,176	-33%	-$514K	0.58%	34
2020 Q4	$1.51M	Buy	18,738 +774	+4%	+$59.7K	0.87%	25
2020 Q3	$1.32M	Buy	17,964 +4,596	+34%	+$325K	0.87%	25
2020 Q2	$854K	Buy	13,368 +830	+7%	+$48.9K	0.62%	35
2020 Q1	$615K	Buy	12,538 +4,940	+65%	+$292K	0.39%	48
2019 Q4	$476K	Buy	7,598 +888	+13%	+$54K	0.21%	84
2019 Q3	$405K	Sell	6,710 -260	-4%	-$15.7K	0.2%	94
2019 Q2	$415K	Hold	6,970	–	–	0.22%	81
2019 Q1	$397K	Buy	6,970 +2	+0%	+$108	0.22%	82
2018 Q4	$345K	Buy	+6,968	New	+$368K	0.25%	79

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

GYL Financial Synergies's XLY Position: Q3 2024 in Review

GYL Financial Synergies increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2% in Q3 2024, buying an estimated $11K and bringing the position to 5,908 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #223.

GYL Financial Synergies first reported a position in XLY in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.51M in Q4 2020. 1,140 funds tracked by Wall St. Rank hold XLY as of Q3 2024.

GYL Financial Synergies held 5,908 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $592K as of Q3 2024.
GYL Financial Synergies bought 118 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2024, an estimated $11K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of GYL Financial Synergies's portfolio in Q3 2024, its #223 holding.
GYL Financial Synergies first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 24 quarters since.
GYL Financial Synergies's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.51M in Q4 2020.
1,140 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.