American Portfolios Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

American Portfolios 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 Q3	$3.4M	Buy	47,740 +1,040	+2%	+$81.4K	0.14%	144
2022 Q2	$3.21M	Sell	46,700 -5,858	-11%	-$462K	0.13%	165
2022 Q1	$4.86M	Sell	52,558 -2,268	-4%	-$208K	0.17%	118
2021 Q4	$5.6M	Buy	54,826 +6,912	+14%	+$688K	0.19%	105
2021 Q3	$4.3M	Buy	47,914 +564	+1%	+$51.2K	0.16%	120
2021 Q2	$4.23M	Buy	47,350 +1,364	+3%	+$119K	0.16%	117
2021 Q1	$3.86M	Buy	45,986 +790	+2%	+$65.7K	0.17%	115
2020 Q4	$3.63M	Sell	45,196 -6,726	-13%	-$519K	0.19%	104
2020 Q3	$3.82M	Buy	51,922 +17,750	+52%	+$1.26M	0.22%	88
2020 Q2	$2.18M	Buy	34,172 +4,606	+16%	+$272K	0.14%	153
2020 Q1	$1.45M	Sell	29,566 -6,172	-17%	-$364K	0.12%	161
2019 Q4	$2.24M	Sell	35,738 -3,042	-8%	-$185K	0.16%	135
2019 Q3	$2.34M	Sell	38,780 -6,302	-14%	-$380K	0.19%	118
2019 Q2	$2.69M	Buy	45,082 +6,732	+18%	+$394K	0.23%	102
2019 Q1	$2.18M	Buy	38,350 +3,184	+9%	+$173K	0.21%	107
2018 Q4	$1.74M	Buy	35,166 +3,126	+10%	+$165K	0.22%	107
2018 Q3	$1.88M	Buy	32,040 +4,552	+17%	+$259K	0.22%	99
2018 Q2	$1.5M	Sell	27,488 -1,328	-5%	-$70.2K	0.2%	96
2018 Q1	$1.46M	Buy	28,816 +3,088	+12%	+$161K	0.22%	100
2017 Q4	$1.27M	Buy	+25,728	New	+$1.21M	0.2%	112

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

American Portfolios Advisors's XLY Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.2% in Q3 2022, buying an estimated $81.4K and bringing the position to 47,740 shares worth $3.4M. The position accounts for 0.14% of the portfolio, ranked #144.

American Portfolios Advisors first reported a position in XLY in Q4 2017 and has held it in 20 quarters since. The position peaked at $5.6M in Q4 2021. 946 funds tracked by Wall St. Rank hold XLY as of Q3 2022.

American Portfolios Advisors held 47,740 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.4M as of Q3 2022.
American Portfolios Advisors bought 1,040 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2022, an estimated $81.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.14% of American Portfolios Advisors's portfolio in Q3 2022, its #144 holding.
American Portfolios Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.6M in Q4 2021.
946 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.