LI
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LVZ Inc’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

LVZ Inc’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 		– Sell
-14,020
Closed -$1.25M – 161
2023
Q4 		$1.25M Sell
14,020
-1,116
-7% -$92.4K 0.18% 41
2023
Q3 		$1.22M Sell
15,136
-180
-1% -$15.2K 0.2% 34
2023
Q2 		$1.3M Buy
+15,316
New +$1.17M 0.18% 46

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
Ameriprise
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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

LVZ Inc's XLY Position: Q1 2024 in Review

LVZ Inc sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 14,020 shares — an estimated $1.25M sold.

LVZ Inc first reported a position in XLY in Q2 2023 and held it in 3 quarters. The position peaked at $1.3M in Q2 2023. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

  • LVZ Inc reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • LVZ Inc sold 14,020 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $1.25M.
  • LVZ Inc first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and held it in 3 quarters.
  • LVZ Inc's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.3M in Q2 2023.
  • 1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on LVZ Inc's 13F filing for Q1 2024, filed 17 Apr 2024.