Mirabella Financial Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Mirabella Financial Services’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 Q2	–	Sell	-8,420	Closed	-$774K	–	726
2024 Q1	$774K	Buy	+8,420	New	+$750K	0.06%	227
2023 Q4	–	Sell	-3,800	Closed	-$306K	–	614
2023 Q3	$306K	Buy	+3,800	New	+$321K	0.04%	277
2022 Q3	–	Sell	-35,886	Closed	-$2.47M	–	578
2022 Q2	$2.47M	Buy	+35,886	New	+$2.83M	0.24%	98
2022 Q1	–	Sell	-6,000	Closed	-$613K	–	701
2021 Q4	$613K	Buy	+6,000	New	+$598K	0.06%	216
2020 Q4	–	Sell	-20,184	Closed	-$1.48M	–	501
2020 Q3	$1.48M	Buy	+20,184	New	+$1.43M	0.2%	74

Other funds holding XLY

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

Barclays London, United Kingdom $521B AUM 51.41% 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 22.9% 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

PCH

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

Mirabella Financial Services's XLY Position: Q2 2024 in Review

Mirabella Financial Services sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2024, closing a stake of 8,420 shares — an estimated $774K sold.

Mirabella Financial Services first reported a position in XLY in Q3 2020 and held it in 5 quarters. The position peaked at $2.47M in Q2 2022. 1,118 funds tracked by Wall St. Rank hold XLY as of Q2 2024.

Mirabella Financial Services reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Mirabella Financial Services sold 8,420 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2024, an estimated $774K.
Mirabella Financial Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and held it in 5 quarters.
Mirabella Financial Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.47M in Q2 2022.
1,118 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.