Hochman Cole Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Hochman Cole Investment 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
2021 Q3	$771K	Buy	8,588 +4	+0%	+$363	0.3%	63
2021 Q2	$766K	Buy	8,584 +254	+3%	+$22.1K	0.31%	60
2021 Q1	$700K	Buy	8,330 +574	+7%	+$47.7K	0.29%	60
2020 Q4	$624K	Buy	7,756 +568	+8%	+$43.8K	0.27%	62
2020 Q3	$528K	Buy	7,188 +2	+0%	+$142	0.26%	63
2020 Q2	$459K	Sell	7,186 -242	-3%	-$14.3K	0.25%	69
2020 Q1	$364K	Sell	7,428 -422	-5%	-$24.9K	0.25%	67
2019 Q4	$492K	Buy	7,850 +918	+13%	+$55.9K	0.27%	66
2019 Q3	$418K	Sell	6,932 -490	-7%	-$29.5K	0.26%	67
2019 Q2	$442K	Hold	7,422	–	–	0.26%	71
2019 Q1	$422K	Hold	7,422	–	–	0.25%	76
2018 Q4	$367K	Sell	7,422 -8	-0.1%	-$423	0.25%	72
2018 Q3	$435K	Hold	7,430	–	–	0.27%	60
2018 Q2	$406K	Sell	7,430 -18	-0.2%	-$951	0.27%	63
2018 Q1	$377K	Hold	7,448	–	–	0.26%	64
2017 Q4	$368K	Sell	7,448 -100	-1%	-$4.71K	0.23%	63
2017 Q3	$340K	Sell	7,548 -196	-3%	-$8.81K	0.22%	66
2017 Q2	$347K	Hold	7,744	–	–	0.24%	65
2017 Q1	$341K	Sell	7,744 -350	-4%	-$15K	0.25%	64
2016 Q4	$329K	Sell	8,094 -288	-3%	-$11.6K	0.24%	62
2016 Q3	$335K	Buy	8,382 +132	+2%	+$5.32K	0.25%	62
2016 Q2	$322K	Buy	8,250 +768	+10%	+$30.2K	0.26%	58
2016 Q1	$296K	Buy	+7,482	New	+$279K	0.25%	61

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJA

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

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

Hochman Cole Investment Advisors's XLY Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.05% in Q3 2021, buying an estimated $363 and bringing the position to 8,588 shares worth $771K. The position accounts for 0.3% of the portfolio, ranked #63.

Hochman Cole Investment Advisors first reported a position in XLY in Q1 2016 and has held it in 23 quarters since. 950 funds tracked by Wall St. Rank hold XLY as of Q3 2021.

Hochman Cole Investment Advisors held 8,588 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $771K as of Q3 2021.
Hochman Cole Investment Advisors bought 4 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2021, an estimated $363.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.3% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #63 holding.
Hochman Cole Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2016 and has held it in 23 quarters since.
950 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.