Arlington Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Arlington Partners’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	–	Sell	-5,894	Closed	-$405K	–	465
2022 Q2	$405K	Hold	5,894	–	–	0.13%	75
2022 Q1	$545K	Buy	5,894 +4,376	+288%	+$401K	0.15%	67
2021 Q4	$155K	Buy	+1,518	New	+$151K	0.04%	149
2020 Q1	–	Sell	-194	Closed	-$12K	–	380
2019 Q4	$12K	Buy	+194	New	+$11.8K	0.01%	189

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

Arlington Partners's XLY Position: Q3 2022 in Review

Arlington Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2022, closing a stake of 5,894 shares — an estimated $405K sold.

Arlington Partners first reported a position in XLY in Q4 2019 and held it in 4 quarters. The position peaked at $545K in Q1 2022. 946 funds tracked by Wall St. Rank hold XLY as of Q3 2022.

Arlington Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Arlington Partners sold 5,894 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2022, an estimated $405K.
Arlington Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 4 quarters.
Arlington Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $545K in Q1 2022.
946 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2022.

Based on Arlington Partners's 13F filing for Q3 2022, filed 28 Oct 2022.