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Summitry LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Summitry LLC’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
Q4 		– Sell
-2,234
Closed -$224K – 154
2024
Q3 		$224K Buy
+2,234
New +$209K 0.01% 125

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Summitry LLC's XLY Position: Q4 2024 in Review

Summitry LLC sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2024, closing a stake of 2,234 shares — an estimated $224K sold.

Summitry LLC first reported a position in XLY in Q3 2024 and held it in 1 quarter. The position peaked at $224K in Q3 2024. 1,294 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

  • Summitry LLC reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Summitry LLC sold 2,234 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $224K.
  • Summitry LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Summitry LLC's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $224K in Q3 2024.
  • 1,294 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on Summitry LLC's 13F filing for Q4 2024, filed 12 Feb 2025.