Hartford Financial Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Hartford Financial 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	–	Sell	-26	Closed	-$2.6K	–	394
2024 Q3	$2.6K	Hold	26	–	–	﹤0.01%	350
2024 Q2	$2.37K	Hold	26	–	–	﹤0.01%	355
2024 Q1	$2.39K	Hold	26	–	–	﹤0.01%	359
2023 Q4	$2.33K	Hold	26	–	–	﹤0.01%	366
2023 Q3	$2.09K	Hold	26	–	–	﹤0.01%	367
2023 Q2	$2.21K	Hold	26	–	–	﹤0.01%	344
2023 Q1	$1.95K	Hold	26	–	–	﹤0.01%	350
2022 Q4	$1.68K	Hold	26	–	–	﹤0.01%	352
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	363
2022 Q2	$2K	Sell	26 -44	-63%	-$3.47K	﹤0.01%	368
2022 Q1	$6K	Hold	70	–	–	﹤0.01%	327
2021 Q4	$7K	Hold	70	–	–	﹤0.01%	311
2021 Q3	$6K	Hold	70	–	–	﹤0.01%	319
2021 Q2	$6K	Hold	70	–	–	﹤0.01%	325
2021 Q1	$6K	Buy	+70	New	+$5.82K	﹤0.01%	332
2016 Q2	–	Sell	-140	Closed	-$5K	–	318
2016 Q1	$5K	Hold	140	–	–	﹤0.01%	252
2015 Q4	$5K	Hold	140	–	–	﹤0.01%	245
2015 Q3	$5K	Hold	140	–	–	﹤0.01%	227
2015 Q2	$5K	Buy	+140	New	+$5.36K	﹤0.01%	244

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

Hartford Financial Management's XLY Position: Q4 2024 in Review

Hartford Financial Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2024, closing a stake of 26 shares — an estimated $2.6K sold.

Hartford Financial Management first reported a position in XLY in Q2 2015 and held it in 19 quarters. The position peaked at $7K in Q4 2021. 1,292 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

Hartford Financial Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Hartford Financial Management sold 26 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $2.6K.
Hartford Financial Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2015 and held it in 19 quarters.
Hartford Financial Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7K in Q4 2021.
1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Hartford Financial Management's 13F filing for Q4 2024, filed 23 Jan 2025.