M&R Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

M&R Capital Management’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 Q3	$1.6K	Hold	16	–	–	﹤0.01%	530
2024 Q2	$1.46K	Hold	16	–	–	﹤0.01%	502
2024 Q1	$1.47K	Hold	16	–	–	﹤0.01%	504
2023 Q4	$1.43K	Hold	16	–	–	﹤0.01%	582
2023 Q3	$1.29K	Hold	16	–	–	﹤0.01%	572
2023 Q2	$1.36K	Hold	16	–	–	﹤0.01%	575
2023 Q1	$1.2K	Hold	16	–	–	﹤0.01%	575
2022 Q4	$1.03K	Buy	+16	New	+$1.12K	﹤0.01%	568
2022 Q2	–	Sell	-64	Closed	-$5K	–	461
2022 Q1	$5K	Buy	+64	New	+$5.86K	﹤0.01%	384
2018 Q1	–	Sell	-600	Closed	-$29K	–	559
2017 Q4	$29K	Hold	600	–	–	0.01%	351
2017 Q3	$27K	Hold	600	–	–	0.01%	355
2017 Q2	$26K	Buy	+600	New	+$26.9K	0.01%	354

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

M&R Capital Management's XLY Position: Q3 2024 in Review

M&R Capital Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q3 2024 at 16 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

M&R Capital Management first reported a position in XLY in Q2 2017 and has held it in 12 quarters since. The position peaked at $29K in Q4 2017. 1,140 funds tracked by Wall St. Rank hold XLY as of Q3 2024.

M&R Capital Management held 16 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.6K as of Q3 2024.
M&R Capital Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q3 2024.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #530 holding.
M&R Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2017 and has held it in 12 quarters since.
M&R Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $29K in Q4 2017.
1,140 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.