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

Rappaport Reiches 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 Q1	$221K	Buy	+2,234	New	+$242K	0.06%	108

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Rappaport Reiches Capital Management's XLY Position: Q1 2025 in Review

Rappaport Reiches Capital Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025: 2,234 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #108 among its holdings.

1,219 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

Rappaport Reiches Capital Management held 2,234 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $221K as of Q1 2025.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Rappaport Reiches Capital Management position in Q1 2025.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #108 holding.
1,219 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.