Aurora Private Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Aurora Private Wealth’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 Q4	–	Sell	-3,180	Closed	-$226K	–	186
2022 Q3	$226K	Buy	+3,180	New	+$249K	0.1%	143
2022 Q2	–	Sell	-3,646	Closed	-$337K	–	204
2022 Q1	$337K	Sell	3,646 -2,180	-37%	-$200K	0.14%	124
2021 Q4	$596K	Buy	5,826 +1,484	+34%	+$148K	0.26%	68
2021 Q3	$390K	Buy	4,342 +114	+3%	+$10.4K	0.16%	128
2021 Q2	$377K	Sell	4,228 -242	-5%	-$21.1K	0.15%	126
2021 Q1	$376K	Buy	4,470 +1,680	+60%	+$140K	0.16%	125
2020 Q4	$224K	Buy	+2,790	New	+$215K	0.09%	187
2020 Q2	–	Sell	-5,460	Closed	-$268K	–	241
2020 Q1	$268K	Buy	+5,460	New	+$322K	0.09%	180

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

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

RJA

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

Aurora Private Wealth's XLY Position: Q4 2022 in Review

Aurora Private Wealth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2022, closing a stake of 3,180 shares — an estimated $226K sold.

Aurora Private Wealth first reported a position in XLY in Q1 2020 and held it in 8 quarters. The position peaked at $596K in Q4 2021. 962 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

Aurora Private Wealth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Aurora Private Wealth sold 3,180 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $226K.
Aurora Private Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and held it in 8 quarters.
Aurora Private Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $596K in Q4 2021.
962 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Aurora Private Wealth's 13F filing for Q4 2022, filed 13 Jan 2023.