Gofen & Glossberg’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Gofen & Glossberg’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	$239K	Buy	3,704 +340	+10%	+$23.7K	0.01%	478
2022 Q3	$240K	Buy	3,364 +62	+2%	+$4.85K	0.01%	460
2022 Q2	$227K	Hold	3,302	–	–	0.01%	477
2022 Q1	$305K	Hold	3,302	–	–	0.01%	436
2021 Q4	$338K	Buy	3,302 +102	+3%	+$10.2K	0.01%	423
2021 Q3	$287K	Hold	3,200	–	–	0.01%	452
2021 Q2	$286K	Buy	+3,200	New	+$279K	0.01%	442

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

Gofen & Glossberg's XLY Position: Q4 2022 in Review

Gofen & Glossberg increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 10% in Q4 2022, buying an estimated $23.7K and bringing the position to 3,704 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #478.

Gofen & Glossberg first reported a position in XLY in Q2 2021 and has held it in 7 quarters since. The position peaked at $338K in Q4 2021. 963 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

Gofen & Glossberg held 3,704 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $239K as of Q4 2022.
Gofen & Glossberg bought 340 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $23.7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #478 holding.
Gofen & Glossberg first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and has held it in 7 quarters since.
Gofen & Glossberg's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $338K in Q4 2021.
963 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.