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

Hillcrest 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
2023 Q1	–	Sell	-3,300	Closed	-$213K	–	50
2022 Q4	$213K	Hold	3,300	–	–	0.13%	47
2022 Q3	$235K	Sell	3,300 -700	-18%	-$54.8K	0.15%	45
2022 Q2	$275K	Hold	4,000	–	–	0.17%	43
2022 Q1	$370K	Hold	4,000	–	–	0.21%	38
2021 Q4	$409K	Hold	4,000	–	–	0.22%	39
2021 Q3	$359K	Hold	4,000	–	–	0.21%	41
2021 Q2	$357K	Sell	4,000 -1,000	-20%	-$87.1K	0.22%	37
2021 Q1	$420K	Buy	5,000 +524	+12%	+$43.6K	0.26%	39
2020 Q4	$360K	Hold	4,476	–	–	0.24%	39
2020 Q3	$329K	Hold	4,476	–	–	0.23%	47
2020 Q2	$286K	Hold	4,476	–	–	0.25%	35
2020 Q1	$220K	Hold	4,476	–	–	0.22%	36
2019 Q4	$281K	Hold	4,476	–	–	0.23%	32
2019 Q3	$270K	Hold	4,476	–	–	0.23%	35
2019 Q2	$267K	Hold	4,476	–	–	0.23%	38
2019 Q1	$255K	Hold	4,476	–	–	0.22%	36
2018 Q4	$222K	Buy	+4,476	New	+$237K	0.21%	40

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

RJA

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Hillcrest Wealth Advisors's XLY Position: Q1 2023 in Review

Hillcrest Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2023, closing a stake of 3,300 shares — an estimated $213K sold.

Hillcrest Wealth Advisors first reported a position in XLY in Q4 2018 and held it in 17 quarters. The position peaked at $420K in Q1 2021. 967 funds tracked by Wall St. Rank hold XLY as of Q1 2023.

Hillcrest Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Hillcrest Wealth Advisors sold 3,300 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2023, an estimated $213K.
Hillcrest Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and held it in 17 quarters.
Hillcrest Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $420K in Q1 2021.
967 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2023.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2023, filed 8 May 2023.