BCWM
XLY icon

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

Blue Chip 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
2020
Q3 		$266K Buy
3,626
+4
+0.1% +$283 0.21% 88
2020
Q2 		$231K Buy
+3,622
New +$214K 0.22% 87
2020
Q1 		– Sell
-3,612
Closed -$227K – 109
2019
Q4 		$227K Buy
3,612
+4
+0.1% +$243 0.21% 95
2019
Q3 		$218K Buy
3,608
+6
+0.2% +$362 0.23% 95
2019
Q2 		$215K Buy
3,602
+4
+0.1% +$234 0.23% 94
2019
Q1 		$205K Buy
+3,598
New +$195K 0.23% 89
2018
Q4 		– Sell
-3,586
Closed -$210K – 99
2018
Q3 		$210K Buy
+3,586
New +$204K 0.21% 96

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return