6 Meridian’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

6 Meridian’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
2021 Q4	$1.27M	Sell	12,462 -568	-4%	-$56.6K	0.09%	111
2021 Q3	$1.17M	Sell	13,030 -188	-1%	-$17.1K	0.09%	114
2021 Q2	$1.18M	Sell	13,218 -1,222	-8%	-$106K	0.09%	117
2021 Q1	$1.21M	Sell	14,440 -1,508	-9%	-$125K	0.1%	116
2020 Q4	$1.28M	Sell	15,948 -8,216	-34%	-$633K	0.12%	109
2020 Q3	$1.78M	Sell	24,164 -886	-4%	-$62.7K	0.19%	90
2020 Q2	$1.6M	Sell	25,050 -2,034	-8%	-$120K	0.17%	99
2020 Q1	$1.33M	Sell	27,084 -4,628	-15%	-$273K	0.14%	104
2019 Q4	$1.99M	Sell	31,712 -246	-0.8%	-$15K	0.17%	93
2019 Q3	$1.93M	Sell	31,958 -20	-0.1%	-$1.21K	0.19%	91
2019 Q2	$1.91M	Sell	31,978 -82	-0.3%	-$4.8K	0.19%	90
2019 Q1	$1.82M	Buy	32,060 +654	+2%	+$35.5K	0.18%	89
2018 Q4	$1.55M	Sell	31,406 -488	-2%	-$25.8K	0.18%	85
2018 Q3	$1.87M	Sell	31,894 -12,870	-29%	-$733K	0.19%	81
2018 Q2	$2.45M	Sell	44,764 -510	-1%	-$26.9K	0.26%	77
2018 Q1	$2.29M	Sell	45,274 -5,840	-11%	-$304K	0.26%	75
2017 Q4	$2.52M	Buy	+51,114	New	+$2.41M	0.29%	78

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

6 Meridian's XLY Position: Q4 2021 in Review

6 Meridian reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.4% in Q4 2021, selling an estimated $56.6K and leaving 12,462 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #111.

6 Meridian first reported a position in XLY in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.52M in Q4 2017. 1,114 funds tracked by Wall St. Rank hold XLY as of Q4 2021.

6 Meridian held 12,462 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.27M as of Q4 2021.
6 Meridian sold 568 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2021, an estimated $56.6K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of 6 Meridian's portfolio in Q4 2021, its #111 holding.
6 Meridian first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 17 quarters since.
6 Meridian's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.52M in Q4 2017.
1,114 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.