Independent Order of Foresters’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Independent Order of Foresters’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	-8,200	Closed	-$822K	–	12
2024 Q3	$822K	Hold	8,200	–	–	0.47%	12
2024 Q2	$748K	Hold	8,200	–	–	0.46%	14
2024 Q1	$754K	Sell	8,200 -9,378	-53%	-$835K	0.48%	14
2023 Q4	$1.57M	Hold	17,578	–	–	1.01%	10
2023 Q3	$1.41M	Hold	17,578	–	–	1.01%	10
2023 Q2	$1.49M	Hold	17,578	–	–	1.02%	10
2023 Q1	$1.31M	Hold	17,578	–	–	0.97%	11
2022 Q4	$1.14M	Hold	17,578	–	–	0.91%	12
2022 Q3	$1.25M	Hold	17,578	–	–	1.07%	9
2022 Q2	$1.21M	Sell	17,578 -2,696	-13%	-$212K	0.98%	11
2022 Q1	$1.88M	Hold	20,274	–	–	1.1%	10
2021 Q4	$2.07M	Hold	20,274	–	–	1.15%	10
2021 Q3	$1.82M	Sell	20,274 -1,138	-5%	-$103K	1.09%	10
2021 Q2	$1.91M	Hold	21,412	–	–	1.08%	9
2021 Q1	$1.8M	Sell	21,412 -2,368	-10%	-$197K	1.09%	9
2020 Q4	$1.91M	Hold	23,780	–	–	1.12%	8
2020 Q3	$1.75M	Hold	23,780	–	–	1.18%	8
2020 Q2	$1.52M	Buy	+23,780	New	+$1.4M	1.11%	8

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 $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

Independent Order of Foresters's XLY Position: Q4 2024 in Review

Independent Order of Foresters sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2024, closing a stake of 8,200 shares — an estimated $822K sold.

Independent Order of Foresters first reported a position in XLY in Q2 2020 and held it in 18 quarters. The position peaked at $2.07M in Q4 2021. 1,293 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

Independent Order of Foresters reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Independent Order of Foresters sold 8,200 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $822K.
Independent Order of Foresters first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2020 and held it in 18 quarters.
Independent Order of Foresters's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.07M in Q4 2021.
1,293 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Independent Order of Foresters's 13F filing for Q4 2024, filed 12 Feb 2025.