DT Investment Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

DT Investment Partners’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 Q3	–	Sell	-3,840	Closed	-$264K	–	471
2022 Q2	$264K	Buy	+3,840	New	+$303K	0.04%	132
2020 Q1	–	Sell	-5,856	Closed	-$367K	–	154
2019 Q4	$367K	Hold	5,856	–	–	0.03%	125
2019 Q3	$353K	Hold	5,856	–	–	0.05%	63
2019 Q2	$349K	Buy	+5,856	New	+$343K	0.05%	61

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

Barclays London, United Kingdom $416B AUM 33.63% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

DT Investment Partners's XLY Position: Q3 2022 in Review

DT Investment Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2022, closing a stake of 3,840 shares — an estimated $264K sold.

DT Investment Partners first reported a position in XLY in Q2 2019 and held it in 4 quarters. The position peaked at $367K in Q4 2019. 946 funds tracked by Wall St. Rank hold XLY as of Q3 2022.

DT Investment Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
DT Investment Partners sold 3,840 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2022, an estimated $264K.
DT Investment Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2019 and held it in 4 quarters.
DT Investment Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $367K in Q4 2019.
946 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2022.

Based on DT Investment Partners's 13F filing for Q3 2022, filed 14 Nov 2022.