Investment Management of Virginia’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Investment Management of Virginia’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	$1.65M	Buy	22,088 +642	+3%	+$46K	0.31%	93
2022 Q4	$1.38M	Sell	21,446 -290	-1%	-$20.2K	0.27%	102
2022 Q3	$1.55M	Buy	21,736 +570	+3%	+$44.6K	0.33%	88
2022 Q2	$1.46M	Buy	21,166 +1,120	+6%	+$88.2K	0.3%	94
2022 Q1	$1.85M	Buy	20,046 +1,836	+10%	+$168K	0.33%	89
2021 Q4	$1.86M	Sell	18,210 -10	-0.1%	-$996	0.3%	92
2021 Q3	$1.64M	Buy	18,220 +404	+2%	+$36.7K	0.31%	90
2021 Q2	$1.59M	Buy	17,816 +736	+4%	+$64.1K	0.31%	89
2021 Q1	$1.44M	Buy	17,080 +1,010	+6%	+$84K	0.29%	97
2020 Q4	$1.29M	Buy	16,070 +470	+3%	+$36.2K	0.28%	99
2020 Q3	$1.15M	Sell	15,600 -1,106	-7%	-$78.3K	0.29%	97
2020 Q2	$1.07M	Buy	16,706 +1,746	+12%	+$103K	0.27%	96
2020 Q1	$734K	Buy	+14,960	New	+$883K	0.22%	100

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 $424B AUM 22.96% 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 $51.6B AUM 27.34% 1-Year Est. Return

Investment Management of Virginia's XLY Position: Q1 2023 in Review

Investment Management of Virginia increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3% in Q1 2023, buying an estimated $46K and bringing the position to 22,088 shares worth $1.65M. The position accounts for 0.31% of the portfolio, ranked #93.

Investment Management of Virginia first reported a position in XLY in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.86M in Q4 2021. 968 funds tracked by Wall St. Rank hold XLY as of Q1 2023.

Investment Management of Virginia held 22,088 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.65M as of Q1 2023.
Investment Management of Virginia bought 642 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2023, an estimated $46K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.31% of Investment Management of Virginia's portfolio in Q1 2023, its #93 holding.
Investment Management of Virginia first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and has held it in 13 quarters since.
Investment Management of Virginia's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.86M in Q4 2021.
968 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2023.

Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.