Appleton Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Appleton Group’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 Q3	–	Sell	-2,532	Closed	-$215K	–	45
2023 Q2	$215K	Buy	+2,532	New	+$194K	0.3%	34
2022 Q2	–	Sell	-2,872	Closed	-$266K	–	49
2022 Q1	$266K	Sell	2,872 -102	-3%	-$9.34K	0.37%	36
2021 Q4	$304K	Buy	+2,974	New	+$296K	0.3%	37
2021 Q2	–	Sell	-3,264	Closed	-$274K	–	57
2021 Q1	$274K	Buy	+3,264	New	+$272K	0.36%	40
2020 Q4	–	Sell	-3,954	Closed	-$291K	–	37
2020 Q3	$291K	Sell	3,954 -1,676	-30%	-$119K	0.46%	18
2020 Q2	$360K	Buy	+5,630	New	+$332K	0.43%	21
2020 Q1	–	Sell	-7,482	Closed	-$469K	–	34
2019 Q4	$469K	Sell	7,482 -2,152	-22%	-$131K	0.6%	19
2019 Q3	$581K	Buy	9,634 +28	+0.3%	+$1.69K	0.67%	19
2019 Q2	$573K	Sell	9,606 -792	-8%	-$46.3K	0.64%	19
2019 Q1	$592K	Buy	+10,398	New	+$564K	0.57%	19
2018 Q4	–	Sell	-13,846	Closed	-$812K	–	30
2018 Q3	$812K	Buy	13,846 +180	+1%	+$10.3K	0.86%	16
2018 Q2	$747K	Buy	13,666 +40	+0.3%	+$2.11K	0.98%	16
2018 Q1	$690K	Buy	13,626 +586	+4%	+$30.6K	0.79%	17
2017 Q4	$643K	Sell	13,040 -280	-2%	-$13.2K	0.64%	24
2017 Q3	$600K	Buy	13,320 +740	+6%	+$33.3K	0.64%	23
2017 Q2	$564K	Buy	12,580 +2,268	+22%	+$102K	0.64%	23
2017 Q1	$453K	Buy	10,312 +4,434	+75%	+$190K	0.52%	22
2016 Q4	$239K	Buy	+5,878	New	+$237K	0.32%	25
2014 Q4	–	Sell	-8,876	Closed	-$296K	–	29
2014 Q3	$296K	Sell	8,876 -882	-9%	-$29.8K	0.37%	16
2014 Q2	$326K	Buy	9,758 +158	+2%	+$5.13K	0.36%	17
2014 Q1	$311K	Buy	9,600 +2,034	+27%	+$66.3K	0.38%	19
2013 Q4	$253K	Buy	+7,566	New	+$241K	0.33%	12

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

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

RJA

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

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

Appleton Group's XLY Position: Q3 2023 in Review

Appleton Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2023, closing a stake of 2,532 shares — an estimated $215K sold.

Appleton Group first reported a position in XLY in Q4 2013 and held it in 22 quarters. The position peaked at $812K in Q3 2018. 1,044 funds tracked by Wall St. Rank hold XLY as of Q3 2023.

Appleton Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Appleton Group sold 2,532 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2023, an estimated $215K.
Appleton Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and held it in 22 quarters.
Appleton Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $812K in Q3 2018.
1,044 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.