Harrison & Co Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Harrison & Co Wealth Management’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	$2.93M	Sell	45,398 -1,422	-3%	-$99.1K	2.83%	6
2022 Q3	$3.33M	Buy	46,820 +652	+1%	+$51K	3.54%	5
2022 Q2	$3.17M	Buy	46,168 +3,340	+8%	+$263K	3.01%	6
2022 Q1	$3.96M	Buy	42,828 +124	+0.3%	+$11.4K	3.47%	6
2021 Q4	$4.37M	Buy	+42,704	New	+$4.25M	3.68%	6

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Harrison & Co Wealth Management's XLY Position: Q4 2022 in Review

Harrison & Co Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3% in Q4 2022, selling an estimated $99.1K and leaving 45,398 shares worth $2.93M. The position accounts for 2.83% of the portfolio, ranked #6.

Harrison & Co Wealth Management first reported a position in XLY in Q4 2021 and has held it in 5 quarters since. The position peaked at $4.37M in Q4 2021. 963 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

Harrison & Co Wealth Management held 45,398 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.93M as of Q4 2022.
Harrison & Co Wealth Management sold 1,422 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $99.1K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 2.83% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #6 holding.
Harrison & Co Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 5 quarters since.
Harrison & Co Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.37M 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 Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.