Kathryn A. Hall’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Kathryn A. Hall’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	-15,536	Closed	-$1.56M	–	51
2024 Q3	$1.56M	Hold	15,536	–	–	0.33%	34
2024 Q2	$1.42M	Hold	15,536	–	–	0.33%	33
2024 Q1	$1.43M	Hold	15,536	–	–	0.33%	33
2023 Q4	$1.39M	Hold	15,536	–	–	0.39%	34
2023 Q3	$1.25M	Hold	15,536	–	–	0.42%	36
2023 Q2	$1.32M	Hold	15,536	–	–	0.43%	36
2023 Q1	$1.16M	Hold	15,536	–	–	0.34%	45
2022 Q4	$1M	Sell	15,536 -12	-0.1%	-$837	0.41%	36
2022 Q3	$1.11M	Hold	15,548	–	–	0.46%	37
2022 Q2	$1.07M	Hold	15,548	–	–	0.39%	38
2022 Q1	$1.44M	Hold	15,548	–	–	0.43%	37
2021 Q4	$1.59M	Sell	15,548 -9,776	-39%	-$974K	0.37%	37
2021 Q3	$2.27M	Hold	25,324	–	–	0.69%	28
2021 Q2	$2.26M	Hold	25,324	–	–	0.72%	26
2021 Q1	$2.13M	Hold	25,324	–	–	0.7%	26
2020 Q4	$2.04M	Sell	25,324 -1,140	-4%	-$87.9K	0.71%	28
2020 Q3	$1.95M	Buy	+26,464	New	+$1.87M	0.92%	18

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

Kathryn A. Hall's XLY Position: Q4 2024 in Review

Kathryn A. Hall sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2024, closing a stake of 15,536 shares — an estimated $1.56M sold.

Kathryn A. Hall first reported a position in XLY in Q3 2020 and held it in 17 quarters. The position peaked at $2.27M in Q3 2021. 1,293 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

Kathryn A. Hall reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 15,536 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $1.56M.
Kathryn A. Hall first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and held it in 17 quarters.
Kathryn A. Hall's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.27M in Q3 2021.
1,293 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Kathryn A. Hall's 13F filing for Q4 2024, filed 12 Feb 2025.