Steward Partners Investment Solutions’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Steward Partners Investment Solutions’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	$1.33M	Buy	+14,462	New	+$1.29M	0.22%	88

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $7.98B AUM 28.14% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Steward Partners Investment Solutions's XLY Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024: 14,462 shares worth $1.33M. The stake represents 0.22% of the portfolio and ranks #88 among its holdings.

1,137 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

Steward Partners Investment Solutions held 14,462 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.33M as of Q1 2024.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Steward Partners Investment Solutions position in Q1 2024.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.22% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #88 holding.
1,137 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.