Tyler-Stone Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Tyler-Stone Wealth Management’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 Q3	–	Sell	-774	Closed	-$70.6K	–	962
2024 Q2	$70.6K	Hold	774	–	–	0.03%	325
2024 Q1	$71.2K	Hold	774	–	–	0.03%	319
2023 Q4	$69.2K	Hold	774	–	–	0.03%	316
2023 Q3	$62K	Hold	774	–	–	0.04%	315
2023 Q2	$66K	Buy	+774	New	+$59.3K	0.04%	311
2022 Q4	$52K	Hold	808	–	–	0.04%	314
2022 Q3	$58K	Hold	808	–	–	0.04%	280
2022 Q2	$56K	Hold	808	–	–	0.04%	304
2022 Q1	$75K	Buy	808 +450	+126%	+$41.2K	0.04%	291
2021 Q4	$37K	Buy	+358	New	+$35.7K	0.02%	406

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Tyler-Stone Wealth Management's XLY Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2024, closing a stake of 774 shares — an estimated $70.6K sold.

Tyler-Stone Wealth Management first reported a position in XLY in Q4 2021 and held it in 10 quarters. The position peaked at $75K in Q1 2022. 1,139 funds tracked by Wall St. Rank hold XLY as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 774 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2024, an estimated $70.6K.
Tyler-Stone Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $75K in Q1 2022.
1,139 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.