Baystate Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Baystate Wealth Management’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 Q4	$32.5K	Hold	362	–	–	﹤0.01%	462
2023 Q3	$29.2K	Hold	362	–	–	﹤0.01%	418
2023 Q2	$30.8K	Buy	362 +54	+18%	+$4.13K	﹤0.01%	401
2023 Q1	$23.1K	Hold	308	–	–	﹤0.01%	443
2022 Q4	$20K	Buy	308 +2	+0.7%	+$139	﹤0.01%	465
2022 Q3	$22K	Hold	306	–	–	﹤0.01%	419
2022 Q2	$21K	Hold	306	–	–	﹤0.01%	447
2022 Q1	$28K	Hold	306	–	–	﹤0.01%	404
2021 Q4	$31K	Buy	306 +2	+0.7%	+$199	﹤0.01%	401
2021 Q3	$27K	Hold	304	–	–	﹤0.01%	380
2021 Q2	$27K	Hold	304	–	–	﹤0.01%	354
2021 Q1	$26K	Hold	304	–	–	﹤0.01%	333
2020 Q4	$24K	Sell	304 -592	-66%	-$45.6K	﹤0.01%	330
2020 Q3	$66K	Buy	896 +2	+0.2%	+$142	0.01%	193
2020 Q2	$57K	Buy	894 +592	+196%	+$34.9K	0.01%	213
2020 Q1	$15K	Buy	302 +2	+0.7%	+$118	﹤0.01%	331
2019 Q4	$19K	Buy	+300	New	+$18.3K	﹤0.01%	328

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

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Baystate Wealth Management's XLY Position: Q4 2023 in Review

Baystate Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q4 2023 at 362 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Baystate Wealth Management first reported a position in XLY in Q4 2019 and has held it in 17 quarters since. The position peaked at $66K in Q3 2020. 1,145 funds tracked by Wall St. Rank hold XLY as of Q4 2023.

Baystate Wealth Management held 362 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $32.5K as of Q4 2023.
Baystate Wealth Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q4 2023.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #462 holding.
Baystate Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 17 quarters since.
Baystate Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $66K in Q3 2020.
1,145 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.