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

Prelude 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
2025 Q2	–	Sell	-16,600	Closed	-$1.64M	–	1424
2025 Q1	$1.64M	Buy	16,600 +2,400	+17%	+$260K	0.12%	189
2024 Q4	$1.59M	Sell	14,200 -2,400	-14%	-$257K	0.1%	231
2024 Q3	$1.66M	Buy	+16,600	New	+$1.55M	0.1%	262
2023 Q4	–	Sell	-24,400	Closed	-$1.96M	–	1388
2023 Q3	$1.96M	Sell	24,400 -21,600	-47%	-$1.83M	0.13%	193
2023 Q2	$3.91M	Buy	+46,000	New	+$3.52M	0.25%	75
2022 Q3	–	Sell	-28,400	Closed	-$1.95M	–	1978
2022 Q2	$1.95M	Buy	+28,400	New	+$2.24M	0.06%	311
2021 Q4	–	Sell	-34,000	Closed	-$3.05M	–	2292
2021 Q3	$3.05M	Sell	34,000 -3,400	-9%	-$309K	0.08%	182
2021 Q2	$3.34M	Buy	37,400 +7,200	+24%	+$627K	0.1%	148
2021 Q1	$2.54M	Buy	30,200 +22,000	+268%	+$1.83M	0.07%	267
2020 Q4	$659K	Buy	+8,200	New	+$632K	0.02%	619
2020 Q1	–	Sell	-1,200	Closed	-$75K	–	2111
2019 Q4	$75K	Buy	+1,200	New	+$73K	﹤0.01%	1209

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Prelude Capital Management's XLY Position: Q4 2019 in Review

Prelude Capital Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2019, closing a stake of 196 shares — an estimated $11.9K sold.

Prelude Capital Management first reported a position in XLY in Q3 2016 and held it in 6 quarters. The position peaked at $778K in Q1 2017. 809 funds tracked by Wall St. Rank hold XLY as of Q4 2019.

Prelude Capital Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Prelude Capital Management sold 196 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2019, an estimated $11.9K.
Prelude Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2016 and held it in 6 quarters.
Prelude Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $778K in Q1 2017.
809 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2019.

Based on Prelude Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.