Janiczek Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Janiczek Wealth 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
2024 Q2	$6.17K	Hold	68	–	–	﹤0.01%	717
2024 Q1	$6.22K	Hold	68	–	–	﹤0.01%	742
2023 Q4	$6.05K	Hold	68	–	–	﹤0.01%	733
2023 Q3	$5.45K	Sell	68 -80	-54%	-$6.76K	﹤0.01%	716
2023 Q2	$12.5K	Hold	148	–	–	﹤0.01%	536
2023 Q1	$10.8K	Hold	148	–	–	﹤0.01%	556
2022 Q4	$10.2K	Hold	148	–	–	﹤0.01%	556
2022 Q3	$10K	Hold	148	–	–	﹤0.01%	553
2022 Q2	$12K	Hold	148	–	–	﹤0.01%	551
2022 Q1	$14K	Hold	148	–	–	﹤0.01%	522
2021 Q4	$15K	Hold	148	–	–	﹤0.01%	534
2021 Q3	$13K	Hold	148	–	–	﹤0.01%	544
2021 Q2	$13K	Buy	148 +80	+118%	+$6.97K	﹤0.01%	523
2021 Q1	$6K	Hold	68	–	–	﹤0.01%	628
2020 Q4	$5K	Hold	68	–	–	﹤0.01%	608
2020 Q3	$5K	Sell	68 -180	-73%	-$12.7K	﹤0.01%	356
2020 Q2	$16K	Buy	248 +68	+38%	+$4.01K	0.01%	126
2020 Q1	$9K	Hold	180	–	–	0.01%	107
2019 Q4	$11K	Buy	+180	New	+$11K	﹤0.01%	109

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Janiczek Wealth Management's XLY Position: Q2 2024 in Review

Janiczek Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2024 at 68 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Janiczek Wealth Management first reported a position in XLY in Q4 2019 and has held it in 19 quarters since. The position peaked at $16K in Q2 2020. 1,116 funds tracked by Wall St. Rank hold XLY as of Q2 2024.

Janiczek Wealth Management held 68 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $6.17K as of Q2 2024.
Janiczek Wealth Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2024.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #717 holding.
Janiczek Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 19 quarters since.
Janiczek Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $16K in Q2 2020.
1,116 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.