Iowa State Bank’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Iowa State Bank’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	-3,376	Closed	-$271K	–	128
2020 Q4	$271K	Sell	3,376 -130	-4%	-$10K	0.09%	109
2020 Q3	$258K	Sell	3,506 -520	-13%	-$36.8K	0.1%	103
2020 Q2	$257K	Sell	4,026 -3,388	-46%	-$200K	0.11%	96
2020 Q1	$364K	Buy	7,414 +1,294	+21%	+$76.4K	0.17%	93
2019 Q4	$384K	Buy	6,120 +570	+10%	+$34.7K	0.14%	100
2019 Q3	$335K	Buy	+5,550	New	+$335K	0.13%	105

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

Iowa State Bank's XLY Position: Q1 2021 in Review

Iowa State Bank sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2021, closing a stake of 3,376 shares — an estimated $271K sold.

Iowa State Bank first reported a position in XLY in Q3 2019 and held it in 6 quarters. The position peaked at $384K in Q4 2019. 937 funds tracked by Wall St. Rank hold XLY as of Q1 2021.

Iowa State Bank reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Iowa State Bank sold 3,376 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2021, an estimated $271K.
Iowa State Bank first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2019 and held it in 6 quarters.
Iowa State Bank's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $384K in Q4 2019.
937 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2021.

Based on Iowa State Bank's 13F filing for Q1 2021, filed 15 Apr 2021.