Clearview Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Clearview Wealth 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	-2,470	Closed	-$227K	–	122
2024 Q1	$227K	Buy	+2,470	New	+$220K	0.23%	97
2023 Q4	–	Sell	-7,118	Closed	-$573K	–	137
2023 Q3	$573K	Buy	7,118 +6,988	+5,375%	+$591K	0.71%	52
2023 Q2	$11K	Sell	130 -7,544	-98%	-$578K	0.01%	349
2023 Q1	$574K	Buy	7,674 +7,564	+6,876%	+$542K	0.58%	52
2022 Q4	$7.1K	Hold	110	–	–	0.01%	363
2022 Q3	$8K	Hold	110	–	–	0.01%	369
2022 Q2	$8K	Hold	110	–	–	0.01%	393
2022 Q1	$10K	Hold	110	–	–	0.01%	390
2021 Q4	$11K	Hold	110	–	–	0.01%	405
2021 Q3	$10K	Hold	110	–	–	0.01%	430
2021 Q2	$10K	Hold	110	–	–	0.01%	436
2021 Q1	$9K	Hold	110	–	–	0.01%	428
2020 Q4	$9K	Buy	+110	New	+$8.48K	0.01%	393

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

Clearview Wealth Advisors's XLY Position: Q2 2024 in Review

Clearview Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2024, closing a stake of 2,470 shares — an estimated $227K sold.

Clearview Wealth Advisors first reported a position in XLY in Q4 2020 and held it in 13 quarters. The position peaked at $574K in Q1 2023. 1,116 funds tracked by Wall St. Rank hold XLY as of Q2 2024.

Clearview Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Clearview Wealth Advisors sold 2,470 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2024, an estimated $227K.
Clearview Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 13 quarters.
Clearview Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $574K in Q1 2023.
1,116 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2024.

Based on Clearview Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.