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Lee, Danner & Bass’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-86
Closed -$9.65K – 725
2024
Q4 		$9.65K Buy
+86
New +$9.2K ﹤0.01% 538

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lee, Danner & Bass's XLY Position: Q1 2025 in Review

Lee, Danner & Bass sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 86 shares — an estimated $9.65K sold.

Lee, Danner & Bass first reported a position in XLY in Q4 2024 and held it in 1 quarter. The position peaked at $9.65K in Q4 2024. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • Lee, Danner & Bass reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 86 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $9.65K.
  • Lee, Danner & Bass first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $9.65K in Q4 2024.
  • 1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.