Clear Perspectives Financial Planning’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Clear Perspectives Financial Planning’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	-40	Closed	-$4K	–	250
2021 Q4	$4K	Hold	40	–	–	﹤0.01%	202
2021 Q3	$4K	Hold	40	–	–	﹤0.01%	188
2021 Q2	$4K	Hold	40	–	–	﹤0.01%	184
2021 Q1	$3K	Hold	40	–	–	﹤0.01%	174
2020 Q4	$3K	Buy	+40	New	+$3.08K	﹤0.01%	168

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

Clear Perspectives Financial Planning's XLY Position: Q1 2022 in Review

Clear Perspectives Financial Planning sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2022, closing a stake of 40 shares — an estimated $4K sold.

Clear Perspectives Financial Planning first reported a position in XLY in Q4 2020 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 1,031 funds tracked by Wall St. Rank hold XLY as of Q1 2022.

Clear Perspectives Financial Planning reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 40 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2022, an estimated $4K.
Clear Perspectives Financial Planning first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
Clear Perspectives Financial Planning's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4K in Q4 2021.
1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.