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Maxwell Wealth Strategies’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Maxwell Wealth Strategies’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 		$245K Hold
2,180
– – 0.1% 105
2024
Q3 		$221K Buy
+2,180
New +$204K 0.09% 101

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Maxwell Wealth Strategies's XLY Position: Q4 2024 in Review

Maxwell Wealth Strategies held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q4 2024 at 2,180 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #105.

Maxwell Wealth Strategies first reported a position in XLY in Q3 2024 and has held it in 2 quarters since. 1,292 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

  • Maxwell Wealth Strategies held 2,180 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $245K as of Q4 2024.
  • Maxwell Wealth Strategies left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q4 2024.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #105 holding.
  • Maxwell Wealth Strategies first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.