Sugarloaf Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
Sugarloaf Wealth Management's XLY Position: Q4 2024 in Review
Sugarloaf Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q4 2024 at 48 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #565.
Sugarloaf Wealth Management first reported a position in XLY in Q4 2021 and has held it in 4 quarters since. The position peaked at $21K in Q4 2021. 1,292 funds tracked by Wall St. Rank hold XLY as of Q4 2024.
- Sugarloaf Wealth Management held 48 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.38K as of Q4 2024.
- Sugarloaf Wealth Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q4 2024.
- State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #565 holding.
- Sugarloaf Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 4 quarters since.
- Sugarloaf Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $21K in Q4 2021.
- 1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.
Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.