OneAscent Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
OneAscent Wealth Management's XLY Position: Q4 2024 in Review
OneAscent Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2024, closing a stake of 2,488 shares — an estimated $249K sold.
OneAscent Wealth Management first reported a position in XLY in Q4 2023 and held it in 4 quarters. The position peaked at $759K in Q1 2024. 1,292 funds tracked by Wall St. Rank hold XLY as of Q4 2024.
- OneAscent Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
- OneAscent Wealth Management sold 2,488 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $249K.
- OneAscent Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
- OneAscent Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $759K in Q1 2024.
- 1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.
Based on OneAscent Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.