Camarda Financial Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Camarda Financial Advisors’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	–	Sell	-139,364	Closed	-$12.8M	–	93
2024 Q1	$12.8M	Sell	139,364 -2,468	-2%	-$220K	5.18%	4
2023 Q4	$12.7M	Buy	+141,832	New	+$11.7M	5.46%	3
2023 Q3	–	Sell	-137,976	Closed	-$11.7M	–	86
2023 Q2	$11.7M	Buy	+137,976	New	+$10.6M	5.85%	2
2022 Q1	–	Sell	-67,860	Closed	-$6.94M	–	149
2021 Q4	$6.94M	Buy	+67,860	New	+$6.76M	3.93%	8
2021 Q3	–	Sell	-3,790	Closed	-$338K	–	117
2021 Q2	$338K	Sell	3,790 -57,834	-94%	-$5.04M	0.21%	71
2021 Q1	$5.18M	Buy	61,624 +828	+1%	+$68.9K	3.71%	9
2020 Q4	$4.89M	Buy	+60,796	New	+$4.69M	4.12%	10

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

Camarda Financial Advisors's XLY Position: Q2 2024 in Review

Camarda Financial Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2024, closing a stake of 139,364 shares — an estimated $12.8M sold.

Camarda Financial Advisors first reported a position in XLY in Q4 2020 and held it in 7 quarters. The position peaked at $12.8M in Q1 2024. 1,117 funds tracked by Wall St. Rank hold XLY as of Q2 2024.

Camarda Financial Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Camarda Financial Advisors sold 139,364 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2024, an estimated $12.8M.
Camarda Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 7 quarters.
Camarda Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $12.8M in Q1 2024.
1,117 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2024.

Based on Camarda Financial Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.