Advocacy Wealth Management Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Advocacy Wealth Management 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 Q4	–	Sell	-252	Closed	-$18K	–	145
2022 Q3	$18K	Sell	252 -96	-28%	-$7.51K	﹤0.01%	89
2022 Q2	$24K	Hold	348	–	–	﹤0.01%	78
2022 Q1	$32K	Sell	348 -8	-2%	-$733	0.01%	68
2021 Q4	$36K	Buy	356 +8	+2%	+$797	0.01%	67
2021 Q3	$31K	Hold	348	–	–	0.01%	69
2021 Q2	$31K	Hold	348	–	–	0.01%	89
2021 Q1	$29K	Hold	348	–	–	0.01%	78
2020 Q4	$28K	Hold	348	–	–	﹤0.01%	74
2020 Q3	$26K	Hold	348	–	–	﹤0.01%	72
2020 Q2	$22K	Hold	348	–	–	﹤0.01%	82
2020 Q1	$16K	Hold	348	–	–	﹤0.01%	85
2019 Q4	$22K	Sell	348 -10	-3%	-$608	0.01%	95
2019 Q3	$22K	Buy	358 +168	+88%	+$10.1K	0.01%	90
2019 Q2	$11K	Hold	190	–	–	0.01%	128
2019 Q1	$11K	Hold	190	–	–	0.01%	104
2018 Q4	$9K	Hold	190	–	–	0.01%	123
2018 Q3	$11K	Hold	190	–	–	0.01%	127
2018 Q2	$10K	Hold	190	–	–	0.01%	132
2018 Q1	$10K	Hold	190	–	–	0.01%	143
2017 Q4	$9K	Hold	190	–	–	0.01%	170
2017 Q3	$9K	Buy	+190	New	+$8.55K	﹤0.01%	208
2017 Q2	–	Sell	-190	Closed	-$8K	–	304
2017 Q1	$8K	Buy	190 +162	+579%	+$6.94K	﹤0.01%	233
2016 Q4	$1K	Sell	28 -48	-63%	-$1.94K	﹤0.01%	304
2016 Q3	$3K	Sell	76 -40	-34%	-$1.61K	﹤0.01%	348
2016 Q2	$5K	Buy	+116	New	+$4.56K	﹤0.01%	352
2013 Q3	–	Sell	-28	Closed	-$1K	–	316
2013 Q2	$1K	Buy	+28	New	+$775	﹤0.01%	248

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

RJA

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

Advocacy Wealth Management Services's XLY Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2022, closing a stake of 252 shares — an estimated $18K sold.

Advocacy Wealth Management Services first reported a position in XLY in Q2 2013 and held it in 26 quarters. The position peaked at $36K in Q4 2021. 962 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

Advocacy Wealth Management Services reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 252 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $18K.
Advocacy Wealth Management Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and held it in 26 quarters.
Advocacy Wealth Management Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $36K in Q4 2021.
962 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.