Bernardo Wealth Planning’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bernardo Wealth Planning’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
2021 Q1	–	Sell	-9,392	Closed	-$755K	–	171
2020 Q4	$755K	Buy	9,392 +1,764	+23%	+$136K	0.29%	70
2020 Q3	$560K	Buy	7,628 +486	+7%	+$34.4K	0.25%	79
2020 Q2	$456K	Sell	7,142 -9,788	-58%	-$577K	0.24%	79
2020 Q1	$647K	Buy	16,930 +9,342	+123%	+$552K	0.45%	58
2019 Q4	$475K	Sell	7,588 -154	-2%	-$9.37K	0.29%	81
2019 Q3	$467K	Buy	7,742 +26	+0.3%	+$1.57K	0.34%	72
2019 Q2	$460K	Buy	7,716 +24	+0.3%	+$1.4K	0.36%	74
2019 Q1	$438K	Buy	7,692 +780	+11%	+$42.3K	0.35%	79
2018 Q4	$342K	Buy	+6,912	New	+$365K	0.3%	91

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJA

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

Bernardo Wealth Planning's XLY Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2021, closing a stake of 9,392 shares — an estimated $755K sold.

Bernardo Wealth Planning first reported a position in XLY in Q4 2018 and held it in 9 quarters. The position peaked at $755K in Q4 2020. 937 funds tracked by Wall St. Rank hold XLY as of Q1 2021.

Bernardo Wealth Planning reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 9,392 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2021, an estimated $755K.
Bernardo Wealth Planning first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and held it in 9 quarters.
Bernardo Wealth Planning's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $755K in Q4 2020.
937 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.