Macroview Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Macroview Investment 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 Q4	–	Sell	-528	Closed	-$52.9K	–	563
2024 Q3	$52.9K	Hold	528	–	–	0.05%	132
2024 Q2	$48.2K	Hold	528	–	–	0.05%	131
2024 Q1	$48.6K	Buy	528 +14	+3%	+$1.25K	0.05%	138
2023 Q4	$46K	Hold	514	–	–	0.05%	135
2023 Q3	$41.4K	Hold	514	–	–	0.06%	118
2023 Q2	$43.7K	Hold	514	–	–	0.07%	92
2023 Q1	$38.4K	Hold	514	–	–	0.06%	95
2022 Q4	$33.2K	Hold	514	–	–	0.06%	102
2022 Q3	$37K	Sell	514 -74	-13%	-$5.79K	0.07%	90
2022 Q2	$40K	Sell	588 -8	-1%	-$630	0.07%	100
2022 Q1	$55K	Hold	596	–	–	0.08%	91
2021 Q4	$61K	Hold	596	–	–	0.08%	86
2021 Q3	$54K	Buy	596 +8	+1%	+$727	0.07%	89
2021 Q2	$53K	Hold	588	–	–	0.07%	91
2021 Q1	$49K	Buy	588 +28	+5%	+$2.33K	0.07%	84
2020 Q4	$45K	Hold	560	–	–	0.07%	86
2020 Q3	$41K	Hold	560	–	–	0.07%	85
2020 Q2	$36K	Buy	+560	New	+$33K	0.08%	84
2016 Q3	–	Sell	-74	Closed	-$3K	–	118
2016 Q2	$3K	Hold	74	–	–	0.01%	71
2016 Q1	$3K	Sell	74 -1,230	-94%	-$45.8K	0.01%	74
2015 Q4	$51K	Sell	1,304 -680	-34%	-$27K	0.16%	42
2015 Q3	$74K	Buy	+1,984	New	+$76.2K	0.14%	34
2014 Q2	–	Sell	-2	Closed	-$65	–	266
2014 Q1	$0	Hold	2	–	–	﹤0.01%	303
2013 Q4	$0	Hold	2	–	–	﹤0.01%	227
2013 Q3	$0	Hold	2	–	–	﹤0.01%	273
2013 Q2	$0	Buy	+2	New	+$55	﹤0.01%	202

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 $1.6B AUM 20.7% 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

Macroview Investment Management's XLY Position: Q4 2024 in Review

Macroview Investment Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2024, closing a stake of 528 shares — an estimated $52.9K sold.

Macroview Investment Management first reported a position in XLY in Q2 2013 and held it in 26 quarters. The position peaked at $74K in Q3 2015. 1,292 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

Macroview Investment Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 528 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $52.9K.
Macroview Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and held it in 26 quarters.
Macroview Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $74K in Q3 2015.
1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.