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

USAdvisors 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 Q1	–	Sell	-2,984	Closed	-$266K	–	145
2023 Q4	$266K	Buy	+2,984	New	+$247K	0.11%	107
2018 Q1	–	Sell	-8,198	Closed	-$405K	–	75
2017 Q4	$405K	Buy	+8,198	New	+$386K	0.35%	30

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $6.4B AUM 18.53% 1-Year Est. Return

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

USAdvisors Wealth Management's XLY Position: Q1 2024 in Review

USAdvisors Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 2,984 shares — an estimated $266K sold.

USAdvisors Wealth Management first reported a position in XLY in Q4 2017 and held it in 2 quarters. The position peaked at $405K in Q4 2017. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

USAdvisors Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
USAdvisors Wealth Management sold 2,984 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $266K.
USAdvisors Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and held it in 2 quarters.
USAdvisors Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $405K in Q4 2017.
1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on USAdvisors Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.