Accuvest Global Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Accuvest Global Advisors’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 Q1	–	Sell	-36,196	Closed	-$3.7M	–	124
2021 Q4	$3.7M	Sell	36,196 -13,728	-27%	-$1.37M	1.62%	20
2021 Q3	$4.55M	Buy	+49,924	New	+$4.54M	2.15%	15
2021 Q1	–	Sell	-11,630	Closed	-$935K	–	107
2020 Q4	$935K	Buy	11,630 +2,722	+31%	+$210K	2.84%	9
2020 Q3	$655K	Sell	8,908 -7,542	-46%	-$534K	2.15%	13
2020 Q2	$1.05M	Sell	16,450 -622	-4%	-$36.7K	2.76%	9
2020 Q1	$837K	Sell	17,072 -216	-1%	-$12.8K	2.64%	10
2019 Q4	$1.08M	Sell	17,288 -2,590	-13%	-$158K	2.26%	17
2019 Q3	$1.2M	Sell	19,878 -64,120	-76%	-$3.86M	2.43%	16
2019 Q2	$5.01M	Buy	83,998 +46,130	+122%	+$2.7M	2.92%	7
2019 Q1	$2.16M	Buy	37,868 +33,048	+686%	+$1.79M	1.17%	20
2018 Q4	$239K	Sell	4,820 -68,336	-93%	-$3.61M	0.12%	105
2018 Q3	$4.29M	Buy	73,156 +198	+0.3%	+$11.3K	1.59%	12
2018 Q2	$3.99M	Buy	72,958 +56,852	+353%	+$3M	1.54%	13
2018 Q1	$816K	Buy	16,106 +11,364	+240%	+$592K	0.6%	33
2017 Q4	$234K	Buy	+4,742	New	+$223K	0.17%	49
2014 Q1	–	Sell	-406,250	Closed	-$13.6M	–	83
2013 Q4	$13.6M	Sell	406,250 -27,360	-6%	-$871K	3.06%	11
2013 Q3	$13.1M	Buy	433,610 +331,370	+324%	+$9.83M	3.33%	9
2013 Q2	$2.88M	Buy	+102,240	New	+$2.83M	0.63%	38

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Accuvest Global Advisors's XLY Position: Q1 2022 in Review

Accuvest Global Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2022, closing a stake of 36,196 shares — an estimated $3.7M sold.

Accuvest Global Advisors first reported a position in XLY in Q2 2013 and held it in 18 quarters. The position peaked at $13.6M in Q4 2013. 1,029 funds tracked by Wall St. Rank hold XLY as of Q1 2022.

Accuvest Global Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Accuvest Global Advisors sold 36,196 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2022, an estimated $3.7M.
Accuvest Global Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and held it in 18 quarters.
Accuvest Global Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $13.6M in Q4 2013.
1,029 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2022.

Based on Accuvest Global Advisors's 13F filing for Q1 2022, filed 6 May 2022.