Financial Architects (New Jersey)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Financial Architects (New Jersey)’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
2019 Q3	–	Sell	-2,400	Closed	-$143K	–	1206
2019 Q2	$143K	Buy	2,400 +800	+50%	+$46.8K	0.03%	312
2019 Q1	$92K	Hold	1,600	–	–	0.02%	477
2018 Q4	$80K	Buy	1,600 +1,200	+300%	+$63.4K	0.02%	454
2018 Q3	$23K	Buy	+400	New	+$22.8K	﹤0.01%	886

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Architects (New Jersey)'s XLY Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 6.1% in Q2 2023, selling an estimated $34.6K and leaving 6,912 shares worth $587K. The position accounts for 0.09% of the portfolio, ranked #191.

Financial Architects (New Jersey) first reported a position in XLY in Q2 2013 and has held it in 38 quarters since. The position peaked at $3.52M in Q4 2021. 1,032 funds tracked by Wall St. Rank hold XLY as of Q2 2023.

Financial Architects (New Jersey) held 6,912 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $587K as of Q2 2023.
Financial Architects (New Jersey) sold 452 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2023, an estimated $34.6K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #191 holding.
Financial Architects (New Jersey) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 38 quarters since.
Financial Architects (New Jersey)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.52M in Q4 2021.
1,032 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.