Zurich Insurance Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Zurich Insurance Group’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	-42,428	Closed	-$3.83M	–	261
2024 Q2	$3.83M	Sell	42,428 -87,780	-67%	-$7.8M	0.03%	132
2024 Q1	$11.8M	Buy	130,208 +2,880	+2%	+$256K	0.11%	119
2023 Q4	$11.1M	Sell	127,328 -2,800	-2%	-$232K	0.11%	122
2023 Q3	$10.3M	Sell	130,128 -10,000	-7%	-$845K	0.11%	123
2023 Q2	$12.3M	Sell	140,128 -2,900	-2%	-$222K	0.13%	103
2023 Q1	$10.4M	Sell	143,028 -6,960	-5%	-$499K	0.13%	107
2022 Q4	$10.4M	Sell	149,988 -8,056	-5%	-$562K	0.15%	91
2022 Q3	$11M	Buy	158,044 +11,214	+8%	+$877K	0.17%	89
2022 Q2	$10.1M	Sell	146,830 -18,080	-11%	-$1.42M	0.15%	106
2022 Q1	$15.3M	Hold	164,910	–	–	0.19%	84
2021 Q4	$16.9M	Hold	164,910	–	–	0.19%	72
2021 Q3	$14.7M	Sell	164,910 -11,900	-7%	-$1.08M	0.18%	78
2021 Q2	$15.7M	Buy	176,810 +14,470	+9%	+$1.26M	0.2%	75
2021 Q1	$14.4M	Buy	162,340 +4,760	+3%	+$396K	0.21%	63
2020 Q4	$13.3M	Sell	157,580 -18,792	-11%	-$1.45M	0.2%	67
2020 Q3	$13M	Buy	176,372 +35,242	+25%	+$2.49M	0.22%	60
2020 Q2	$7.06M	Sell	141,130 -1,740	-1%	-$103K	0.12%	70
2020 Q1	$7.15M	Buy	142,870 +21,940	+18%	+$1.3M	0.15%	75
2019 Q4	$7.57M	Buy	120,930 +66,616	+123%	+$4.05M	0.14%	104
2019 Q3	$3.28M	Buy	54,314 +5,166	+11%	+$311K	0.06%	308
2019 Q2	$2.93M	Buy	49,148 +852	+2%	+$49.9K	0.06%	295
2019 Q1	$2.75M	Sell	48,296 -88,714	-65%	-$4.81M	0.06%	262
2018 Q4	$6.75M	Buy	137,010 +106,992	+356%	+$5.66M	0.16%	173
2018 Q3	$1.76M	Buy	30,018 +3,228	+12%	+$184K	0.04%	307
2018 Q2	$1.46M	Sell	26,790 -3,530	-12%	-$187K	0.03%	352
2018 Q1	$1.54M	Buy	30,320 +1,352	+5%	+$70.5K	0.04%	398
2017 Q4	$1.43M	Buy	28,968 +17,092	+144%	+$804K	0.03%	463
2017 Q3	$535K	Buy	+11,876	New	+$534K	0.01%	587
2017 Q2	–	Sell	-38,860	Closed	-$1.71M	–	586
2017 Q1	$1.71M	Buy	38,860 +10,864	+39%	+$465K	0.05%	370
2016 Q4	$1.14M	Buy	+27,996	New	+$1.13M	0.04%	398
2016 Q2	–	Sell	-59,682	Closed	-$2.37M	–	384
2016 Q1	$2.37M	Sell	59,682 -22,706	-28%	-$846K	0.08%	247
2015 Q4	$3.23M	Sell	82,388 -10,640	-11%	-$422K	0.12%	195
2015 Q3	$3.46M	Buy	+93,028	New	+$3.57M	0.13%	151

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Zurich Insurance Group's XLY Position: Q3 2024 in Review

Zurich Insurance Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2024, closing a stake of 42,428 shares — an estimated $3.83M sold.

Zurich Insurance Group first reported a position in XLY in Q3 2015 and held it in 33 quarters. The position peaked at $16.9M in Q4 2021. 1,141 funds tracked by Wall St. Rank hold XLY as of Q3 2024.

Zurich Insurance Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Zurich Insurance Group sold 42,428 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2024, an estimated $3.83M.
Zurich Insurance Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2015 and held it in 33 quarters.
Zurich Insurance Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $16.9M in Q4 2021.
1,141 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2024.

Based on Zurich Insurance Group's 13F filing for Q3 2024, filed 14 Nov 2024.