Cornerstone Advisory’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Cornerstone Advisory’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	-80	Closed	-$8K	–	799
2021 Q4	$8K	Buy	+80	New	+$7.97K	﹤0.01%	632
2018 Q1	–	Sell	-14,000	Closed	-$691K	–	149
2017 Q4	$691K	Hold	14,000	–	–	0.24%	77
2017 Q3	$631K	Hold	14,000	–	–	0.21%	78
2017 Q2	$627K	Hold	14,000	–	–	0.21%	79
2017 Q1	$616K	Buy	+14,000	New	+$600K	0.31%	52

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

Cornerstone Advisory's XLY Position: Q1 2022 in Review

Cornerstone Advisory sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2022, closing a stake of 80 shares — an estimated $8K sold.

Cornerstone Advisory first reported a position in XLY in Q1 2017 and held it in 5 quarters. The position peaked at $691K in Q4 2017. 1,031 funds tracked by Wall St. Rank hold XLY as of Q1 2022.

Cornerstone Advisory reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 80 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2022, an estimated $8K.
Cornerstone Advisory first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2017 and held it in 5 quarters.
Cornerstone Advisory's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $691K in Q4 2017.
1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.