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

Annapolis Financial 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
2024 Q1	–	Sell	-40	Closed	-$3.58K	–	475
2023 Q4	$3.58K	Hold	40	–	–	﹤0.01%	411
2023 Q3	$3.22K	Sell	40 -140	-78%	-$11.8K	﹤0.01%	414
2023 Q2	$15.3K	Buy	180 +140	+350%	+$10.7K	﹤0.01%	299
2023 Q1	$2.99K	Hold	40	–	–	﹤0.01%	387
2022 Q4	$2.58K	Hold	40	–	–	﹤0.01%	384
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	448
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	379
2022 Q1	$4K	Hold	40	–	–	﹤0.01%	377
2021 Q4	$4K	Buy	+40	New	+$3.98K	﹤0.01%	380

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Annapolis Financial Services's XLY Position: Q1 2024 in Review

Annapolis Financial Services sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 40 shares — an estimated $3.58K sold.

Annapolis Financial Services first reported a position in XLY in Q4 2021 and held it in 9 quarters. The position peaked at $15.3K in Q2 2023. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

Annapolis Financial Services reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 40 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $3.58K.
Annapolis Financial Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 9 quarters.
Annapolis Financial Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $15.3K in Q2 2023.
1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.