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

Raymond James Financial Services Advisors’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
2018 Q2	–	Sell	-27,600	Closed	-$2K	–	2864
2018 Q1	$2K	Buy	+27,600	New	+$1.44M	﹤0.01%	2547
2016 Q4	–	Sell	-59,200	Closed	-$9K	–	2447
2016 Q3	$9K	Buy	+59,200	New	+$2.39M	﹤0.01%	2289

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 $424B AUM 22.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

PCH

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

Raymond James Financial Services Advisors's XLY Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.7% in Q3 2024, selling an estimated $2.66M and leaving 741,566 shares worth $74.3M. The position accounts for 0.1% of the portfolio, ranked #188.

Raymond James Financial Services Advisors first reported a position in XLY in Q2 2013 and has held it in 45 quarters since. The position peaked at $138M in Q4 2021. 1,140 funds tracked by Wall St. Rank hold XLY as of Q3 2024.

Raymond James Financial Services Advisors held 741,566 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $74.3M as of Q3 2024.
Raymond James Financial Services Advisors sold 28,440 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2024, an estimated $2.66M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #188 holding.
Raymond James Financial Services Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 45 quarters since.
Raymond James Financial Services Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $138M in Q4 2021.
1,140 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.