JMG Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

JMG Financial Group’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
2022 Q3	–	Sell	-3,706	Closed	-$255K	–	96
2022 Q2	$255K	Buy	+3,706	New	+$292K	0.02%	86
2020 Q1	–	Sell	-4,120	Closed	-$258K	–	83
2019 Q4	$258K	Buy	+4,120	New	+$251K	0.03%	67

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

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

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

RJA

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JMG Financial Group's XLY Position: Q3 2022 in Review

JMG Financial Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2022, closing a stake of 3,706 shares — an estimated $255K sold.

JMG Financial Group first reported a position in XLY in Q4 2019 and held it in 2 quarters. The position peaked at $258K in Q4 2019. 946 funds tracked by Wall St. Rank hold XLY as of Q3 2022.

JMG Financial Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
JMG Financial Group sold 3,706 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2022, an estimated $255K.
JMG Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 2 quarters.
JMG Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $258K in Q4 2019.
946 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2022.

Based on JMG Financial Group's 13F filing for Q3 2022, filed 17 Oct 2022.