Asset Management Corp’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Asset Management Corp’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 Q1	$269K	Sell	3,592 -4,246	-54%	-$304K	0.21%	101
2022 Q4	$506K	Buy	+7,838	New	+$547K	0.42%	64
2020 Q1	–	Sell	-4,188	Closed	-$263K	–	161
2019 Q4	$263K	Buy	+4,188	New	+$255K	0.19%	127

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

RJA

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Asset Management Corp's XLY Position: Q1 2023 in Review

Asset Management Corp reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 54% in Q1 2023, selling an estimated $304K and leaving 3,592 shares worth $269K. The position accounts for 0.21% of the portfolio, ranked #101.

Asset Management Corp first reported a position in XLY in Q4 2019 and has held it in 3 quarters since. The position peaked at $506K in Q4 2022. 968 funds tracked by Wall St. Rank hold XLY as of Q1 2023.

Asset Management Corp held 3,592 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $269K as of Q1 2023.
Asset Management Corp sold 4,246 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2023, an estimated $304K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.21% of Asset Management Corp's portfolio in Q1 2023, its #101 holding.
Asset Management Corp first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 3 quarters since.
Asset Management Corp's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $506K in Q4 2022.
968 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.