Heritage Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Heritage Wealth 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 Q4	–	Sell	-120	Closed	-$8.55K	–	578
2022 Q3	$8.55K	Hold	120	–	–	﹤0.01%	433
2022 Q2	$8K	Hold	120	–	–	﹤0.01%	476
2022 Q1	$11K	Hold	120	–	–	﹤0.01%	435
2021 Q4	$12K	Hold	120	–	–	﹤0.01%	441
2021 Q3	$10.8K	Hold	120	–	–	﹤0.01%	436
2021 Q2	$10.7K	Sell	120 -30	-20%	-$2.61K	﹤0.01%	446
2021 Q1	$12.6K	Sell	150 -152	-50%	-$12.6K	﹤0.01%	455
2020 Q4	$24K	Hold	302	–	–	﹤0.01%	392
2020 Q3	$22.2K	Sell	302 -5,130	-94%	-$363K	﹤0.01%	341
2020 Q2	$347K	Buy	5,432 +1,618	+42%	+$95.4K	0.05%	107
2020 Q1	$187K	Buy	3,814 +2,970	+352%	+$175K	0.03%	135
2019 Q4	$52.9K	Hold	844	–	–	0.01%	298
2019 Q3	$50K	Buy	844 +484	+134%	+$29.2K	0.01%	277
2019 Q2	$21.5K	Sell	360 -180	-33%	-$10.5K	﹤0.01%	332
2019 Q1	$30.7K	Hold	540	–	–	0.01%	262
2018 Q4	$26K	Hold	540	–	–	0.01%	244
2018 Q3	$31K	Buy	+540	New	+$30.8K	0.01%	236

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

Heritage Wealth Advisors's XLY Position: Q4 2022 in Review

Heritage Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2022, closing a stake of 120 shares — an estimated $8.55K sold.

Heritage Wealth Advisors first reported a position in XLY in Q3 2018 and held it in 17 quarters. The position peaked at $347K in Q2 2020. 962 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

Heritage Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 120 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $8.55K.
Heritage Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2018 and held it in 17 quarters.
Heritage Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $347K in Q2 2020.
962 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Heritage Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.