Heritage Wealth Management (Arizona)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Heritage Wealth Management (Arizona)’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	$182K	Buy	2,820 +1,414	+101%	+$98.6K	0.03%	342
2022 Q3	$100K	Sell	1,406 -42	-3%	-$3.29K	0.03%	322
2022 Q2	$99.5K	Buy	1,448 +2	+0.1%	+$158	0.03%	336
2022 Q1	$134K	Buy	+1,446	New	+$132K	0.04%	334
2021 Q3	$125K	Sell	1,398 -202	-13%	-$18.4K	0.04%	302
2021 Q2	$143K	Buy	+1,600	New	+$139K	0.05%	275

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 Management (Arizona)'s XLY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 101% in Q4 2022, buying an estimated $98.6K and bringing the position to 2,820 shares worth $182K. The position accounts for 0.03% of the portfolio, ranked #342.

Heritage Wealth Management (Arizona) first reported a position in XLY in Q2 2021 and has held it in 6 quarters since. 962 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

Heritage Wealth Management (Arizona) held 2,820 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $182K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,414 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $98.6K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #342 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and has held it in 6 quarters since.
962 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.