FourThought Financial’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

FourThought Financial’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 Q3	$149K	Buy	2,086 +1,000	+92%	+$78.2K	0.02%	349
2022 Q2	$75K	Sell	1,086 -1,378	-56%	-$109K	0.01%	507
2022 Q1	$228K	Hold	2,464	–	–	0.03%	319
2021 Q4	$252K	Sell	2,464 -1,000	-29%	-$99.6K	0.03%	307
2021 Q3	$310K	Hold	3,464	–	–	0.04%	274
2021 Q2	$309K	Sell	3,464 -30	-0.9%	-$2.61K	0.04%	283
2021 Q1	$293K	Buy	3,494 +30	+0.9%	+$2.5K	0.04%	290
2020 Q4	$278K	Buy	+3,464	New	+$267K	0.04%	285

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

Barclays London, United Kingdom $416B AUM 33.63% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

FourThought Financial's XLY Position: Q3 2022 in Review

FourThought Financial increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 92% in Q3 2022, buying an estimated $78.2K and bringing the position to 2,086 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #349.

FourThought Financial first reported a position in XLY in Q4 2020 and has held it in 8 quarters since. The position peaked at $310K in Q3 2021. 947 funds tracked by Wall St. Rank hold XLY as of Q3 2022.

FourThought Financial held 2,086 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $149K as of Q3 2022.
FourThought Financial bought 1,000 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2022, an estimated $78.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #349 holding.
FourThought Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $310K in Q3 2021.
947 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.