Private Portfolio Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Private Portfolio Partners’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	$362K	Buy	3,228 +140	+5%	+$15K	0.07%	211
2024 Q3	$309K	Buy	+3,088	New	+$289K	0.06%	223
2024 Q2	–	Sell	-3,256	Closed	-$299K	–	281
2024 Q1	$299K	Sell	3,256 -134	-4%	-$11.9K	0.06%	214
2023 Q4	$303K	Buy	3,390 +30	+0.9%	+$2.48K	0.07%	205
2023 Q3	$270K	Sell	3,360 -228	-6%	-$19.3K	0.07%	209
2023 Q2	$305K	Sell	3,588 -4	-0.1%	-$306	0.08%	195
2023 Q1	$269K	Buy	3,592 +260	+8%	+$18.6K	0.07%	199
2022 Q4	$215K	Sell	3,332 -758	-19%	-$52.9K	0.06%	249
2022 Q3	$291K	Buy	4,090 +70	+2%	+$5.48K	0.08%	195
2022 Q2	$276K	Sell	4,020 -666	-14%	-$52.5K	0.08%	210
2022 Q1	$434K	Buy	4,686 +936	+25%	+$85.7K	0.11%	172
2021 Q4	$383K	Buy	3,750 +102	+3%	+$10.2K	0.1%	186
2021 Q3	$327K	Sell	3,648 -38	-1%	-$3.45K	0.09%	198
2021 Q2	$329K	Buy	3,686 +384	+12%	+$33.4K	0.1%	195
2021 Q1	$277K	Buy	3,302 +186	+6%	+$15.5K	0.09%	190
2020 Q4	$250K	Buy	+3,116	New	+$240K	0.09%	190

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

Private Portfolio Partners's XLY Position: Q4 2024 in Review

Private Portfolio Partners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.5% in Q4 2024, buying an estimated $15K and bringing the position to 3,228 shares worth $362K. The position accounts for 0.07% of the portfolio, ranked #211.

Private Portfolio Partners first reported a position in XLY in Q4 2020 and has held it in 16 quarters since. The position peaked at $434K in Q1 2022. 1,292 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

Private Portfolio Partners held 3,228 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $362K as of Q4 2024.
Private Portfolio Partners bought 140 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $15K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of Private Portfolio Partners's portfolio in Q4 2024, its #211 holding.
Private Portfolio Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
Private Portfolio Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $434K in Q1 2022.
1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.