WR Wealth Planners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

WR Wealth Planners’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	$134K	Sell	1,192 -64	-5%	-$6.84K	0.04%	198
2024 Q3	$126K	Hold	1,256	–	–	0.04%	240
2024 Q2	$115K	Hold	1,256	–	–	0.03%	228
2024 Q1	$115K	Buy	+1,256	New	+$112K	0.04%	236
2023 Q4	–	Sell	-1,334	Closed	-$107K	–	880
2023 Q3	$107K	Hold	1,334	–	–	0.04%	224
2023 Q2	$113K	Buy	1,334 +1,074	+413%	+$82.2K	0.04%	230
2023 Q1	$19.4K	Buy	260 +226	+665%	+$16.2K	0.01%	437
2022 Q4	$2.2K	Hold	34	–	–	﹤0.01%	388
2022 Q3	$2.42K	Hold	34	–	–	﹤0.01%	375
2022 Q2	$2.34K	Hold	34	–	–	﹤0.01%	407
2022 Q1	$3.15K	Buy	+34	New	+$3.11K	﹤0.01%	397

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WR Wealth Planners's XLY Position: Q4 2024 in Review

WR Wealth Planners reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.1% in Q4 2024, selling an estimated $6.84K and leaving 1,192 shares worth $134K. The position accounts for 0.04% of the portfolio, ranked #198.

WR Wealth Planners first reported a position in XLY in Q1 2022 and has held it in 11 quarters since. 1,293 funds tracked by Wall St. Rank hold XLY as of Q4 2024.

WR Wealth Planners held 1,192 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $134K as of Q4 2024.
WR Wealth Planners sold 64 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2024, an estimated $6.84K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #198 holding.
WR Wealth Planners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and has held it in 11 quarters since.
1,293 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.