Clear Perspective Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Clear Perspective 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
2021 Q3	–	Sell	-4,638	Closed	-$297K	–	175
2021 Q2	$297K	Hold	4,638	–	–	0.1%	126
2021 Q1	$276K	Buy	+4,638	New	+$386K	0.11%	129
2017 Q4	–	Sell	-28	Closed	-$1.32K	–	455
2017 Q3	$1K	Sell	28 -172	-86%	-$7.74K	﹤0.01%	462
2017 Q2	$9K	Sell	200 -300	-60%	-$13.4K	0.01%	349
2017 Q1	$22K	Hold	500	–	–	0.01%	269
2016 Q4	$20K	Buy	+500	New	+$20.2K	0.01%	268

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

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

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

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

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

RJA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Perspective Advisors's XLY Position: Q3 2021 in Review

Clear Perspective Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2021, closing a stake of 4,638 shares — an estimated $297K sold.

Clear Perspective Advisors first reported a position in XLY in Q4 2016 and held it in 6 quarters. The position peaked at $297K in Q2 2021. 950 funds tracked by Wall St. Rank hold XLY as of Q3 2021.

Clear Perspective Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Clear Perspective Advisors sold 4,638 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2021, an estimated $297K.
Clear Perspective Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and held it in 6 quarters.
Clear Perspective Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $297K in Q2 2021.
950 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2021.

Based on Clear Perspective Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.