Buckingham Strategic Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$386K	Sell	4,234 -644	-13%	-$57.2K	﹤0.01%	530
2024 Q1	$449K	Sell	4,878 -1,616	-25%	-$144K	﹤0.01%	488
2023 Q4	$581K	Buy	6,494 +2,142	+49%	+$177K	0.01%	414
2023 Q3	$350K	Buy	4,352 +92	+2%	+$7.78K	0.01%	503
2023 Q2	$362K	Sell	4,260 -1,350	-24%	-$103K	0.01%	492
2023 Q1	$362K	Hold	5,610	–	–	0.01%	450
2022 Q4	$362K	Buy	5,610 +102	+2%	+$7.11K	0.01%	452
2022 Q3	$392K	Sell	5,508 -540	-9%	-$42.2K	0.01%	416
2022 Q2	$416K	Buy	6,048 +670	+12%	+$52.8K	0.01%	406
2022 Q1	$498K	Sell	5,378 -922	-15%	-$84.5K	0.01%	372
2021 Q4	$644K	Sell	6,300 -1,412	-18%	-$141K	0.01%	324
2021 Q3	$692K	Buy	7,712 +2,302	+43%	+$209K	0.01%	298
2021 Q2	$483K	Sell	5,410 -1,354	-20%	-$118K	0.01%	370
2021 Q1	$568K	Sell	6,764 -830	-11%	-$69K	0.03%	305
2020 Q4	$610K	Sell	7,594 -1,100	-13%	-$84.8K	0.03%	283
2020 Q3	$639K	Sell	8,694 -1,938	-18%	-$137K	0.05%	228
2020 Q2	$679K	Sell	10,632 -1,366	-11%	-$80.5K	0.06%	186
2020 Q1	$588K	Buy	11,998 +2,080	+21%	+$123K	0.06%	239
2019 Q4	$622K	Sell	9,918 -582	-6%	-$35.4K	0.06%	212
2019 Q3	$634K	Sell	10,500 -2,998	-22%	-$181K	0.07%	197
2019 Q2	$804K	Buy	13,498 +1,710	+15%	+$100K	0.09%	170
2019 Q1	$671K	Buy	11,788 +266	+2%	+$14.4K	0.08%	181
2018 Q4	$570K	Buy	11,522 +268	+2%	+$14.2K	0.09%	168
2018 Q3	$660K	Hold	11,254	–	–	0.1%	151
2018 Q2	$615K	Hold	11,254	–	–	0.1%	160
2018 Q1	$570K	Sell	11,254 -3,504	-24%	-$183K	0.11%	154
2017 Q4	$728K	Sell	14,758 -2,166	-13%	-$102K	0.15%	129
2017 Q3	$762K	Sell	16,924 -19,390	-53%	-$872K	0.18%	119
2017 Q2	$1.63M	Sell	36,314 -4,624	-11%	-$207K	0.38%	62
2017 Q1	$1.8M	Buy	+40,938	New	+$1.75M	0.52%	39

Other funds holding XLY

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

PCH

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

Buckingham Strategic Wealth's XLY Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 13% in Q2 2024, selling an estimated $57.2K and leaving 4,234 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Buckingham Strategic Wealth first reported a position in XLY in Q1 2017 and has held it in 30 quarters since. The position peaked at $1.8M in Q1 2017. 1,116 funds tracked by Wall St. Rank hold XLY as of Q2 2024.

Buckingham Strategic Wealth held 4,234 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $386K as of Q2 2024.
Buckingham Strategic Wealth sold 644 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2024, an estimated $57.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #530 holding.
Buckingham Strategic Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2017 and has held it in 30 quarters since.
Buckingham Strategic Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.8M in Q1 2017.
1,116 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.