Yahav Achim Ve Achayot - Provident Funds Management Company’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Yahav Achim Ve Achayot - Provident Funds Management Company’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	-8,142	Closed	-$742K	–	23
2024 Q2	$742K	Hold	8,142	–	–	1.37%	18
2024 Q1	$749K	Hold	8,142	–	–	1.19%	19
2023 Q4	$727K	Hold	8,142	–	–	0.61%	33
2023 Q3	$657K	Hold	8,142	–	–	0.57%	42
2023 Q2	$685K	Sell	8,142 -3,700	-31%	-$283K	0.53%	44
2023 Q1	$862K	Hold	11,842	–	–	0.85%	44
2022 Q4	$769K	Hold	11,842	–	–	0.73%	43
2022 Q3	$859K	Hold	11,842	–	–	0.83%	42
2022 Q2	$807K	Hold	11,842	–	–	0.72%	43
2022 Q1	$1.09M	Hold	11,842	–	–	0.84%	42
2021 Q4	$1.21M	Hold	11,842	–	–	0.88%	38
2021 Q3	$1.06M	Buy	+11,842	New	+$1.08M	0.84%	40

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 $424B AUM 22.96% 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

Yahav Achim Ve Achayot - Provident Funds Management Company's XLY Position: Q3 2024 in Review

Yahav Achim Ve Achayot - Provident Funds Management Company sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2024, closing a stake of 8,142 shares — an estimated $742K sold.

Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in XLY in Q3 2021 and held it in 12 quarters. The position peaked at $1.21M in Q4 2021. 1,140 funds tracked by Wall St. Rank hold XLY as of Q3 2024.

Yahav Achim Ve Achayot - Provident Funds Management Company reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Yahav Achim Ve Achayot - Provident Funds Management Company sold 8,142 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2024, an estimated $742K.
Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and held it in 12 quarters.
Yahav Achim Ve Achayot - Provident Funds Management Company's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.21M in Q4 2021.
1,140 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2024.

Based on Yahav Achim Ve Achayot - Provident Funds Management Company's 13F filing for Q3 2024, filed 12 Nov 2024.