GHP Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

GHP Investment 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
2023 Q2	–	Sell	-480	Closed	-$35.9K	–	974
2023 Q1	$35.9K	Hold	480	–	–	﹤0.01%	528
2022 Q4	$31K	Hold	480	–	–	﹤0.01%	541
2022 Q3	$34K	Hold	480	–	–	﹤0.01%	528
2022 Q2	$33K	Hold	480	–	–	﹤0.01%	526
2022 Q1	$44K	Buy	+480	New	+$44K	﹤0.01%	513

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

GHP Investment Advisors's XLY Position: Q2 2023 in Review

GHP Investment Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2023, closing a stake of 480 shares — an estimated $35.9K sold.

GHP Investment Advisors first reported a position in XLY in Q1 2022 and held it in 5 quarters. The position peaked at $44K in Q1 2022. 1,031 funds tracked by Wall St. Rank hold XLY as of Q2 2023.

GHP Investment Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
GHP Investment Advisors sold 480 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2023, an estimated $35.9K.
GHP Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and held it in 5 quarters.
GHP Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $44K in Q1 2022.
1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2023.

Based on GHP Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.