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

Align Wealth Management’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	$53K	Buy	+744	New	+$51.9K	0.04%	57

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Align Wealth Management's XLY Position: Q4 2022 in Review

Align Wealth Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2022: 744 shares worth $53K. The stake represents 0.04% of the portfolio and ranks #57 among its holdings.

963 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

Align Wealth Management held 744 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $53K as of Q4 2022.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Align Wealth Management position in Q4 2022.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Align Wealth Management's portfolio in Q4 2022, its #57 holding.
963 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.