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

Affiance Financial’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
2023 Q1	–	Sell	-162	Closed	-$10.5K	–	423
2022 Q4	$10.5K	Hold	162	–	–	﹤0.01%	294
2022 Q3	$12K	Buy	162 +6	+4%	+$469	0.01%	111
2022 Q2	$11K	Hold	156	–	–	0.01%	113
2022 Q1	$14K	Hold	156	–	–	0.01%	124
2021 Q4	$16K	Hold	156	–	–	0.01%	137
2021 Q3	$14K	Hold	156	–	–	0.01%	145
2021 Q2	$14K	Hold	156	–	–	0.01%	149
2021 Q1	$13K	Buy	+156	New	+$13K	0.01%	145
2020 Q2	–	Sell	-1,352	Closed	-$66K	–	148
2020 Q1	$66K	Sell	1,352 -4	-0.3%	-$236	0.05%	94
2019 Q4	$85K	Buy	+1,356	New	+$82.5K	0.05%	107
2016 Q4	–	Sell	-5,898	Closed	-$236K	–	88
2016 Q3	$236K	Sell	5,898 -1,330	-18%	-$53.6K	0.19%	77
2016 Q2	$282K	Sell	7,228 -610	-8%	-$24K	0.24%	68
2016 Q1	$310K	Sell	7,838 -900	-10%	-$33.5K	0.3%	67
2015 Q4	$341K	Sell	8,738 -4,520	-34%	-$179K	0.35%	59
2015 Q3	$492K	Sell	13,258 -1,730	-12%	-$66.5K	0.62%	42
2015 Q2	$573K	Buy	14,988 +6,498	+77%	+$249K	0.73%	39
2015 Q1	$320K	Hold	8,490	–	–	0.49%	59
2014 Q4	$306K	Buy	+8,490	New	+$291K	0.54%	54

Other funds holding XLY

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

RJA

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

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

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

Affiance Financial's XLY Position: Q1 2023 in Review

Affiance Financial sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2023, closing a stake of 162 shares — an estimated $10.5K sold.

Affiance Financial first reported a position in XLY in Q4 2014 and held it in 18 quarters. The position peaked at $573K in Q2 2015. 967 funds tracked by Wall St. Rank hold XLY as of Q1 2023.

Affiance Financial reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 162 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2023, an estimated $10.5K.
Affiance Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and held it in 18 quarters.
Affiance Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $573K in Q2 2015.
967 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.