Access Financial Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Access Financial Services’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
2022 Q2	–	Sell	-24,100	Closed	-$2.23M	–	119
2022 Q1	$2.23M	Sell	24,100 -6,620	-22%	-$606K	1.06%	13
2021 Q4	$3.14M	Sell	30,720 -3,888	-11%	-$387K	1.41%	9
2021 Q3	$3.1M	Buy	34,608 +1,826	+6%	+$166K	1.4%	11
2021 Q2	$2.93M	Buy	+32,782	New	+$2.85M	1.36%	10
2020 Q1	–	Sell	-19,582	Closed	-$1.23M	–	79
2019 Q4	$1.23M	Buy	19,582 +472	+2%	+$28.7K	0.71%	45
2019 Q3	$1.15M	Buy	+19,110	New	+$1.15M	0.82%	40

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

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

Access Financial Services's XLY Position: Q2 2022 in Review

Access Financial Services sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2022, closing a stake of 24,100 shares — an estimated $2.23M sold.

Access Financial Services first reported a position in XLY in Q3 2019 and held it in 6 quarters. The position peaked at $3.14M in Q4 2021. 944 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

Access Financial Services reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Access Financial Services sold 24,100 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $2.23M.
Access Financial Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2019 and held it in 6 quarters.
Access Financial Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.14M in Q4 2021.
944 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2022.

Based on Access Financial Services's 13F filing for Q2 2022, filed 20 Jul 2022.