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Retirement Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Retirement Group’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
Q1 		$5.33K Sell
58
-6,428
-99% -$572K ﹤0.01% 552
2023
Q4 		$580K Buy
6,486
+6,428
+11,083% +$532K 0.23% 57
2023
Q3 		$4.67K Buy
+58
New +$4.9K ﹤0.01% 493
2022
Q3 		– Sell
-56
Closed -$4K – 819
2022
Q2 		$4K Buy
+56
New +$4.41K ﹤0.01% 565

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Retirement Group's XLY Position: Q1 2024 in Review

Retirement Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 99% in Q1 2024, selling an estimated $572K and leaving 58 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Retirement Group first reported a position in XLY in Q2 2022 and has held it in 4 quarters since. The position peaked at $580K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

  • Retirement Group held 58 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.33K as of Q1 2024.
  • Retirement Group sold 6,428 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $572K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #552 holding.
  • Retirement Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2022 and has held it in 4 quarters since.
  • Retirement Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $580K in Q4 2023.
  • 1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.