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

Fragasso Financial 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
2020 Q2	–	Sell	-4,946	Closed	-$243K	–	128
2020 Q1	$243K	Buy	+4,946	New	+$292K	0.06%	108

Other funds holding XLY

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Fragasso Financial Advisors's XLY Position: Q2 2020 in Review

Fragasso Financial Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2020, closing a stake of 4,946 shares — an estimated $243K sold.

Fragasso Financial Advisors first reported a position in XLY in Q1 2020 and held it in 1 quarter. The position peaked at $243K in Q1 2020. 776 funds tracked by Wall St. Rank hold XLY as of Q2 2020.

Fragasso Financial Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Fragasso Financial Advisors sold 4,946 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2020, an estimated $243K.
Fragasso Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and held it in 1 quarter.
Fragasso Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $243K in Q1 2020.
776 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2020.

Based on Fragasso Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.