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

Baron Financial 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
2022 Q3	–	Sell	-474	Closed	-$32.6K	–	207
2022 Q2	$32.6K	Sell	474 -166	-26%	-$13.1K	0.02%	101
2022 Q1	$59.2K	Buy	640 +166	+35%	+$15.2K	0.03%	81
2021 Q4	$48.5K	Hold	474	–	–	0.03%	91
2021 Q3	$42.5K	Hold	474	–	–	0.03%	100
2021 Q2	$42.3K	Buy	474 +10	+2%	+$871	0.03%	102
2021 Q1	$39K	Sell	464 -400	-46%	-$33.3K	0.03%	106
2020 Q4	$69.5K	Hold	864	–	–	0.06%	74
2020 Q3	$63.5K	Buy	+864	New	+$61.1K	0.06%	77

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

Baron Financial Group's XLY Position: Q3 2022 in Review

Baron Financial Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2022, closing a stake of 474 shares — an estimated $32.6K sold.

Baron Financial Group first reported a position in XLY in Q3 2020 and held it in 8 quarters. The position peaked at $69.5K in Q4 2020. 946 funds tracked by Wall St. Rank hold XLY as of Q3 2022.

Baron Financial Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 474 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2022, an estimated $32.6K.
Baron Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $69.5K in Q4 2020.
946 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.