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

HC 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
2022 Q2	$11K	Buy	154 +8	+5%	+$630	0.01%	231
2022 Q1	$14K	Hold	146	–	–	0.01%	215
2021 Q4	$15K	Hold	146	–	–	0.01%	226
2021 Q3	$13K	Hold	146	–	–	0.01%	226
2021 Q2	$13K	Hold	146	–	–	0.01%	230
2021 Q1	$12K	Hold	146	–	–	0.01%	244
2020 Q4	$12K	Hold	146	–	–	0.01%	259
2020 Q3	$11K	Hold	146	–	–	0.01%	252
2020 Q2	$9K	Hold	146	–	–	0.01%	254
2020 Q1	$7K	Buy	+146	New	+$8.62K	0.01%	271

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

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

HC Financial Advisors's XLY Position: Q2 2022 in Review

HC Financial Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.5% in Q2 2022, buying an estimated $630 and bringing the position to 154 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #231.

HC Financial Advisors first reported a position in XLY in Q1 2020 and has held it in 10 quarters since. The position peaked at $15K in Q4 2021. 944 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

HC Financial Advisors held 154 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $11K as of Q2 2022.
HC Financial Advisors bought 8 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $630.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #231 holding.
HC Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $15K in Q4 2021.
944 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.