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Horan Securities’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Horan Securities’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
Q3 		– Sell
-204
Closed -$17.4K – 692
2023
Q2 		$17.4K Hold
204
– – 0.01% 332
2023
Q1 		$15.3K Hold
204
– – 0.01% 333
2022
Q4 		$13.2K Hold
204
– – 0.01% 338
2022
Q3 		$15K Sell
204
-260
-56% -$20.3K 0.01% 309
2022
Q2 		$34K Hold
464
– – 0.02% 209
2022
Q1 		$43K Buy
464
+260
+127% +$23.8K 0.03% 186
2021
Q4 		$21K Buy
+204
New +$20.3K 0.01% 245
2021
Q2 		$18K Hold
204
– – 0.01% 244
2021
Q1 		$17K Buy
204
+2
+1% +$166 0.01% 226
2020
Q4 		$16K Sell
202
-1,388
-87% -$107K 0.01% 216
2020
Q3 		$117K Buy
+1,590
New +$113K 0.12% 57

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return