Bruderman Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bruderman Asset 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
2022 Q1	–	Sell	-10,584	Closed	-$1.08M	–	103
2021 Q4	$1.08M	Sell	10,584 -25,254	-70%	-$2.52M	0.82%	45
2021 Q3	$3.22M	Buy	+35,838	New	+$3.26M	0.81%	42
2021 Q2	–	Sell	-32,074	Closed	-$2.69M	–	121
2021 Q1	$2.69M	Sell	32,074 -912	-3%	-$75.9K	0.75%	48
2020 Q4	$2.65M	Buy	32,986 +9,474	+40%	+$730K	0.77%	44
2020 Q3	$1.73M	Sell	23,512 -1,944	-8%	-$138K	0.57%	55
2020 Q2	$1.64M	Sell	25,456 -418	-2%	-$24.6K	0.54%	56
2020 Q1	$1.21M	Buy	25,874 +6,258	+32%	+$370K	0.48%	54
2019 Q4	$1.25M	Sell	19,616 -2,672	-12%	-$163K	0.39%	64
2019 Q3	$1.35M	Sell	22,288 -84,190	-79%	-$5.07M	0.34%	62
2019 Q2	$6.35M	Sell	106,478 -16,492	-13%	-$965K	1.5%	25
2019 Q1	$7M	Sell	122,970 -3,886	-3%	-$211K	1.54%	22
2018 Q4	$6.28M	Buy	126,856 +6,324	+5%	+$334K	1.62%	21
2018 Q3	$7.06M	Buy	120,532 +11,744	+11%	+$669K	1.62%	17
2018 Q2	$5.95M	Buy	108,788 +7,504	+7%	+$397K	1.45%	21
2018 Q1	$5.13M	Buy	101,284 +6,714	+7%	+$350K	1.23%	27
2017 Q4	$4.67M	Buy	94,570 +6,842	+8%	+$322K	1.19%	29
2017 Q3	$3.95M	Sell	87,728 -7,822	-8%	-$352K	1.02%	28
2017 Q2	$4.28M	Buy	95,550 +6,454	+7%	+$289K	1.14%	27
2017 Q1	$3.92M	Buy	89,096 +5,586	+7%	+$239K	1.13%	29
2016 Q4	$3.4M	Buy	83,510 +34,944	+72%	+$1.41M	1.02%	31
2016 Q3	$1.94M	Sell	48,566 -2,012	-4%	-$81.1K	0.58%	44
2016 Q2	$1.97M	Buy	50,578 +556	+1%	+$21.9K	0.62%	39
2016 Q1	$1.98M	Sell	50,022 -18,438	-27%	-$687K	0.69%	38
2015 Q4	$2.67M	Buy	68,460 +25,412	+59%	+$1.01M	1.01%	29
2015 Q3	$1.6M	Buy	43,048 +2,218	+5%	+$85.2K	0.63%	41
2015 Q2	$1.56M	Buy	40,830 +3,512	+9%	+$134K	0.6%	42
2015 Q1	$1.41M	Buy	+37,318	New	+$1.37M	0.55%	45

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Bruderman Asset Management's XLY Position: Q1 2022 in Review

Bruderman Asset Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2022, closing a stake of 10,584 shares — an estimated $1.08M sold.

Bruderman Asset Management first reported a position in XLY in Q1 2015 and held it in 27 quarters. The position peaked at $7.06M in Q3 2018. 1,031 funds tracked by Wall St. Rank hold XLY as of Q1 2022.

Bruderman Asset Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Bruderman Asset Management sold 10,584 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2022, an estimated $1.08M.
Bruderman Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and held it in 27 quarters.
Bruderman Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7.06M in Q3 2018.
1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2022.

Based on Bruderman Asset Management's 13F filing for Q1 2022, filed 13 May 2022.