Investment Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Investment Partners’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 Q1	–	Sell	-3,726	Closed	-$299K	–	162
2020 Q4	$299K	Buy	3,726 +112	+3%	+$8.63K	0.16%	114
2020 Q3	$266K	Buy	3,614 +374	+12%	+$26.5K	0.16%	108
2020 Q2	$207K	Buy	+3,240	New	+$191K	0.12%	128

Other funds holding XLY

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJA

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

Investment Partners's XLY Position: Q1 2021 in Review

Investment Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2021, closing a stake of 3,726 shares — an estimated $299K sold.

Investment Partners first reported a position in XLY in Q2 2020 and held it in 3 quarters. The position peaked at $299K in Q4 2020. 937 funds tracked by Wall St. Rank hold XLY as of Q1 2021.

Investment Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Investment Partners sold 3,726 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2021, an estimated $299K.
Investment Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2020 and held it in 3 quarters.
Investment Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $299K in Q4 2020.
937 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2021.

Based on Investment Partners's 13F filing for Q1 2021, filed 6 May 2021.