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Woodmont Investment Counsel’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Woodmont Investment Counsel’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
2015
Q3 		– Sell
-16,400
Closed -$19K – 577
2015
Q2 		$19K Buy
+16,400
New +$628K 0.01% 359

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Woodmont Investment Counsel's XLY Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2024, closing a stake of 442 shares — an estimated $40.6K sold.

Woodmont Investment Counsel first reported a position in XLY in Q2 2015 and held it in 6 quarters. The position peaked at $47K in Q1 2016. 1,117 funds tracked by Wall St. Rank hold XLY as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 442 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2024, an estimated $40.6K.
  • Woodmont Investment Counsel first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2015 and held it in 6 quarters.
  • Woodmont Investment Counsel's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $47K in Q1 2016.
  • 1,117 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.