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

Fiducient 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	-2,870	Closed	-$264K	–	164
2024 Q1	$264K	Hold	2,870	–	–	0.05%	114
2023 Q4	$257K	Hold	2,870	–	–	0.05%	106
2023 Q3	$231K	Buy	+2,870	New	+$243K	0.01%	101
2022 Q4	–	Sell	-3,400	Closed	-$242K	–	180
2022 Q3	$242K	Buy	+3,400	New	+$266K	0.11%	52

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

Fiducient Advisors's XLY Position: Q2 2024 in Review

Fiducient Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2024, closing a stake of 2,870 shares — an estimated $264K sold.

Fiducient Advisors first reported a position in XLY in Q3 2022 and held it in 4 quarters. The position peaked at $264K in Q1 2024. 1,116 funds tracked by Wall St. Rank hold XLY as of Q2 2024.

Fiducient Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Fiducient Advisors sold 2,870 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2024, an estimated $264K.
Fiducient Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2022 and held it in 4 quarters.
Fiducient Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $264K in Q1 2024.
1,116 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2024.

Based on Fiducient Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.