Householder Group Estate & Retirement Specialist’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Householder Group Estate & Retirement Specialist’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	-230	Closed	-$23K	–	1250
2024 Q3	$23K	Hold	230	–	–	0.01%	662
2024 Q2	$20K	Hold	230	–	–	0.01%	683
2024 Q1	$21.1K	Sell	230 -140	-38%	-$12.5K	0.01%	667
2023 Q4	$33K	Hold	370	–	–	0.01%	546
2023 Q3	$29.8K	Buy	+370	New	+$31.3K	0.01%	557
2023 Q1	$28K	Buy	+370	New	+$26.5K	0.01%	569
2022 Q4	–	Sell	-482	Closed	-$34K	–	1190
2022 Q3	$34K	Buy	+482	New	+$37.7K	0.01%	474

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 $1.88B AUM 29.07% 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 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's XLY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2024, closing a stake of 230 shares — an estimated $23K sold.

Householder Group Estate & Retirement Specialist first reported a position in XLY in Q3 2022 and held it in 7 quarters. The position peaked at $34K in Q3 2022. 1,294 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 230 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $23K.
Householder Group Estate & Retirement Specialist first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $34K in Q3 2022.
1,294 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.