First Personal Financial Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

First Personal Financial Services’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 Q4	–	Sell	-102	Closed	-$7K	–	439
2022 Q3	$7K	Buy	+102	New	+$7.98K	﹤0.01%	365
2019 Q2	–	Sell	-172	Closed	-$10K	–	811
2019 Q1	$10K	Buy	+172	New	+$9.33K	﹤0.01%	504
2016 Q2	–	Sell	-414	Closed	-$16K	–	840
2016 Q1	$16K	Buy	414 +238	+135%	+$8.87K	0.01%	245
2015 Q4	$7K	Buy	+176	New	+$6.98K	﹤0.01%	321

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

First Personal Financial Services's XLY Position: Q4 2022 in Review

First Personal Financial Services sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2022, closing a stake of 102 shares — an estimated $7K sold.

First Personal Financial Services first reported a position in XLY in Q4 2015 and held it in 4 quarters. The position peaked at $16K in Q1 2016. 962 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

First Personal Financial Services reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
First Personal Financial Services sold 102 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $7K.
First Personal Financial Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and held it in 4 quarters.
First Personal Financial Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $16K in Q1 2016.
962 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on First Personal Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.