Jamison Private Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-142
Closed -$14.2K 493
2024
Q3
$14.2K Buy
142
+82
+137% +$7.67K ﹤0.01% 328
2024
Q2
$5.47K Hold
60
﹤0.01% 347
2024
Q1
$5.52K Hold
60
﹤0.01% 353
2023
Q4
$5.37K Hold
60
﹤0.01% 338
2023
Q3
$4.83K Buy
+60
New +$5.07K ﹤0.01% 326

Other funds holding XLY

Jamison Private Wealth Management's XLY Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2024, closing a stake of 142 shares — an estimated $14.2K sold.

Jamison Private Wealth Management first reported a position in XLY in Q3 2023 and held it in 5 quarters. The position peaked at $14.2K in Q3 2024. 1,292 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 142 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $14.2K.
  • Jamison Private Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $14.2K in Q3 2024.
  • 1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.