RW
XLY icon

RVW Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

RVW Wealth’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
2023
Q4 		– Sell
-470
Closed -$37.8K – 374
2023
Q3 		$37.8K Buy
+470
New +$39.7K ﹤0.01% 264

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

RVW Wealth's XLY Position: Q4 2023 in Review

RVW Wealth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2023, closing a stake of 470 shares — an estimated $37.8K sold.

RVW Wealth first reported a position in XLY in Q3 2023 and held it in 1 quarter. The position peaked at $37.8K in Q3 2023. 1,145 funds tracked by Wall St. Rank hold XLY as of Q4 2023.

  • RVW Wealth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 470 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2023, an estimated $37.8K.
  • RVW Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • RVW Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $37.8K in Q3 2023.
  • 1,145 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.