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

Imprint Wealth’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	$858K	Buy	9,398 +4,604	+96%	+$410K	0.21%	101
2023 Q4	$420K	Sell	4,794 -140	-3%	-$11.6K	0.34%	93
2023 Q3	$397K	Buy	4,934 +1,458	+42%	+$123K	0.34%	91
2023 Q2	$295K	Buy	+3,476	New	+$266K	0.19%	139

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

Imprint Wealth's XLY Position: Q1 2024 in Review

Imprint Wealth increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 96% in Q1 2024, buying an estimated $410K and bringing the position to 9,398 shares worth $858K. The position accounts for 0.21% of the portfolio, ranked #101.

Imprint Wealth first reported a position in XLY in Q2 2023 and has held it in 4 quarters since. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

Imprint Wealth held 9,398 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $858K as of Q1 2024.
Imprint Wealth bought 4,604 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $410K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.21% of Imprint Wealth's portfolio in Q1 2024, its #101 holding.
Imprint Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and has held it in 4 quarters since.
1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.