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

FinTrust Capital 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 Q3	$189K	Buy	1,890 +174	+10%	+$16.3K	0.03%	319
2024 Q2	$157K	Hold	1,716	–	–	0.03%	325
2024 Q1	$158K	Buy	1,716 +96	+6%	+$8.55K	0.03%	318
2023 Q4	$145K	Buy	1,620 +26	+2%	+$2.15K	0.03%	310
2023 Q3	$128K	Buy	1,594 +188	+13%	+$15.9K	0.03%	305
2023 Q2	$90.8K	Hold	1,406	–	–	0.02%	363
2023 Q1	$90.8K	Hold	1,406	–	–	0.02%	361
2022 Q4	$90.8K	Sell	1,406 -172	-11%	-$12K	0.02%	361
2022 Q3	$113K	Buy	1,578 +172	+12%	+$13.5K	0.03%	348
2022 Q2	$109K	Sell	1,406 -74	-5%	-$5.83K	0.03%	376
2022 Q1	$137K	Hold	1,480	–	–	0.03%	357
2021 Q4	$151K	Hold	1,480	–	–	0.04%	336
2021 Q3	$133K	Hold	1,480	–	–	0.04%	350
2021 Q2	$132K	Buy	1,480 +74	+5%	+$6.44K	0.03%	362
2021 Q1	$118K	Hold	1,406	–	–	0.03%	375
2020 Q4	$113K	Hold	1,406	–	–	0.04%	361
2020 Q3	$103	Hold	1,406	–	–	0.02%	356
2020 Q2	$90K	Hold	1,406	–	–	0.04%	358
2020 Q1	$69K	Buy	1,406 +1,270	+934%	+$75K	0.03%	366
2019 Q4	$9K	Hold	136	–	–	﹤0.01%	763
2019 Q3	$8K	Hold	136	–	–	﹤0.01%	804
2019 Q2	$8K	Hold	136	–	–	﹤0.01%	774
2019 Q1	$8K	Hold	136	–	–	﹤0.01%	843
2018 Q4	$7K	Buy	+136	New	+$7.19K	﹤0.01%	870

Other funds holding XLY

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

FinTrust Capital Advisors's XLY Position: Q3 2024 in Review

FinTrust Capital Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 10% in Q3 2024, buying an estimated $16.3K and bringing the position to 1,890 shares worth $189K. The position accounts for 0.03% of the portfolio, ranked #319.

FinTrust Capital Advisors first reported a position in XLY in Q4 2018 and has held it in 24 quarters since. 1,139 funds tracked by Wall St. Rank hold XLY as of Q3 2024.

FinTrust Capital Advisors held 1,890 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $189K as of Q3 2024.
FinTrust Capital Advisors bought 174 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2024, an estimated $16.3K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of FinTrust Capital Advisors's portfolio in Q3 2024, its #319 holding.
FinTrust Capital Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 24 quarters since.
1,139 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.