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

First Capital Advisors Group’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
2023 Q2	$1.63M	Buy	19,170 +6,158	+47%	+$471K	0.85%	29
2023 Q1	$973K	Sell	13,012 -374	-3%	-$26.8K	0.63%	46
2022 Q4	$865K	Sell	13,386 -316	-2%	-$22K	0.59%	50
2022 Q3	$976K	Buy	+13,702	New	+$1.07M	0.82%	34
2018 Q4	$696K	Sell	14,064 -5,372	-28%	-$284K	0.52%	45
2018 Q3	$1.14M	Buy	19,436 +5,018	+35%	+$286K	0.7%	31
2018 Q2	$788K	Sell	14,418 -35,414	-71%	-$1.87M	0.52%	40
2018 Q1	$2.52M	Buy	49,832 +12,046	+32%	+$628K	1.46%	18
2017 Q4	$1.86M	Buy	37,786 +18,464	+96%	+$869K	1.18%	23
2017 Q3	$870K	Buy	19,322 +11,320	+141%	+$509K	0.6%	44
2017 Q2	$359K	Buy	8,002 +962	+14%	+$43.1K	0.25%	107
2017 Q1	$310K	Buy	+7,040	New	+$302K	0.23%	111

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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 $432B AUM 30.22% 1-Year Est. Return

First Capital Advisors Group's XLY Position: Q2 2023 in Review

First Capital Advisors Group increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 47% in Q2 2023, buying an estimated $471K and bringing the position to 19,170 shares worth $1.63M. The position accounts for 0.85% of the portfolio, ranked #29.

First Capital Advisors Group first reported a position in XLY in Q1 2017 and has held it in 12 quarters since. The position peaked at $2.52M in Q1 2018. 1,031 funds tracked by Wall St. Rank hold XLY as of Q2 2023.

First Capital Advisors Group held 19,170 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.63M as of Q2 2023.
First Capital Advisors Group bought 6,158 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2023, an estimated $471K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.85% of First Capital Advisors Group's portfolio in Q2 2023, its #29 holding.
First Capital Advisors Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2017 and has held it in 12 quarters since.
First Capital Advisors Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.52M in Q1 2018.
1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.