Institutional & Family Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Institutional & Family Asset Management’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	-4	Closed	-$340	–	775
2023 Q2	$340	Buy	+4	New	+$306	﹤0.01%	712
2021 Q4	–	Sell	-3,280	Closed	-$294K	–	948
2021 Q3	$294K	Buy	3,280 +2,676	+443%	+$243K	0.05%	149
2021 Q2	$54K	Sell	604 -4	-0.7%	-$348	0.01%	327
2021 Q1	$51K	Buy	608 +522	+607%	+$43.4K	0.01%	353
2020 Q4	$7K	Hold	86	–	–	﹤0.01%	606
2020 Q3	$6K	Hold	86	–	–	﹤0.01%	571
2020 Q2	$5K	Sell	86 -1,132	-93%	-$66.7K	﹤0.01%	587
2020 Q1	$60K	Buy	1,218 +732	+151%	+$43.2K	0.01%	258
2019 Q4	$31K	Buy	486 +326	+204%	+$19.8K	0.01%	380
2019 Q3	$10K	Hold	160	–	–	﹤0.01%	480
2019 Q2	$10K	Hold	160	–	–	﹤0.01%	500
2019 Q1	$9K	Sell	160 -608	-79%	-$33K	﹤0.01%	530
2018 Q4	$38K	Hold	768	–	–	0.01%	347
2018 Q3	$45K	Buy	768 +392	+104%	+$22.3K	0.01%	356
2018 Q2	$21K	Hold	376	–	–	﹤0.01%	439
2018 Q1	$19K	Buy	+376	New	+$19.6K	﹤0.01%	426

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institutional & Family Asset Management's XLY Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2023, closing a stake of 4 shares — an estimated $340 sold.

Institutional & Family Asset Management first reported a position in XLY in Q1 2018 and held it in 16 quarters. The position peaked at $294K in Q3 2021. 1,044 funds tracked by Wall St. Rank hold XLY as of Q3 2023.

Institutional & Family Asset Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 4 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2023, an estimated $340.
Institutional & Family Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and held it in 16 quarters.
Institutional & Family Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $294K in Q3 2021.
1,044 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.