JP Morgan Private Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$13.5M	Sell	167,382 -6,146	-4%	-$520K	0.04%	326
2023 Q2	$14.7M	Sell	173,528 -38,490	-18%	-$2.95M	0.08%	187
2023 Q1	$15.9M	Sell	212,018 -124,286	-37%	-$8.91M	0.03%	343
2022 Q4	$21.7M	Buy	336,304 +71,620	+27%	+$4.99M	0.05%	292
2022 Q3	$18.9M	Buy	264,684 +4,962	+2%	+$388K	0.05%	295
2022 Q2	$17.9M	Sell	259,722 -13,852	-5%	-$1.09M	0.05%	301
2022 Q1	$25.3M	Buy	273,574 +43,584	+19%	+$3.99M	0.05%	286
2021 Q4	$23.5M	Buy	229,990 +9,340	+4%	+$930K	0.05%	291
2021 Q3	$19.8M	Buy	220,650 +12,204	+6%	+$1.11M	0.05%	312
2021 Q2	$18.6M	Buy	208,446 +38,034	+22%	+$3.31M	0.05%	321
2021 Q1	$14.3M	Sell	170,412 -7,554	-4%	-$628K	0.05%	327
2020 Q4	$14.3M	Buy	177,966 +6,406	+4%	+$494K	0.05%	316
2020 Q3	$12.6M	Buy	171,560 +18,544	+12%	+$1.31M	0.05%	287
2020 Q2	$9.77M	Sell	153,016 -5,562	-4%	-$328K	0.04%	290
2020 Q1	$7.78M	Sell	158,578 -89,616	-36%	-$5.29M	0.04%	298
2019 Q4	$15.6M	Buy	248,194 +39,616	+19%	+$2.41M	0.07%	238
2019 Q3	$12.6M	Sell	208,578 -94,628	-31%	-$5.7M	0.07%	251
2019 Q2	$18.1M	Sell	303,206 -166	-0.1%	-$9.71K	0.1%	194
2019 Q1	$17.3M	Buy	303,372 +167,266	+123%	+$9.07M	0.09%	209
2018 Q4	$6.74M	Sell	136,106 -29,178	-18%	-$1.54M	0.04%	315
2018 Q3	$9.69M	Buy	165,284 +19,314	+13%	+$1.1M	0.05%	305
2018 Q2	$7.98M	Buy	145,970 +67,282	+86%	+$3.56M	0.04%	314
2018 Q1	$3.99M	Buy	78,688 +29,340	+59%	+$1.53M	0.03%	366
2017 Q4	$2.44M	Buy	49,348 +3,480	+8%	+$164K	0.02%	449
2017 Q3	$2.07M	Buy	45,868 +2,340	+5%	+$105K	0.01%	458
2017 Q2	$1.95M	Sell	43,528 -5,556	-11%	-$249K	0.01%	465
2017 Q1	$2.16M	Sell	49,084 -80	-0.2%	-$3.43K	0.02%	452
2016 Q4	$2M	Sell	49,164 -3,518	-7%	-$142K	0.02%	440
2016 Q3	$2.11M	Buy	52,682 +6,312	+14%	+$254K	0.02%	424
2016 Q2	$1.81M	Sell	46,370 -13,806	-23%	-$543K	0.02%	462
2016 Q1	$2.38M	Buy	60,176 +11,696	+24%	+$436K	0.02%	369
2015 Q4	$1.9M	Buy	48,480 +8,468	+21%	+$336K	0.02%	383
2015 Q3	$1.49M	Sell	40,012 -836	-2%	-$32.1K	0.02%	389
2015 Q2	$1.56M	Sell	40,848 -292	-0.7%	-$11.2K	0.02%	410
2015 Q1	$1.55M	Buy	41,140 +3,956	+11%	+$145K	0.02%	426
2014 Q4	$1.34M	Sell	37,184 -108	-0.3%	-$3.7K	0.02%	462
2014 Q3	$1.24M	Buy	37,292 +8,334	+29%	+$282K	0.02%	458
2014 Q2	$966K	Buy	28,958 +4	+0%	+$130	0.02%	418
2014 Q1	$936K	Buy	28,954 +1,830	+7%	+$59.7K	0.02%	412
2013 Q4	$906K	Buy	27,124 +2,932	+12%	+$93.3K	0.02%	364
2013 Q3	$733K	Sell	24,192 -460	-2%	-$13.6K	0.02%	376
2013 Q2	$695K	Buy	+24,652	New	+$682K	0.02%	370

Other funds holding XLY

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Private Wealth Advisors's XLY Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.5% in Q3 2023, selling an estimated $520K and leaving 167,382 shares worth $13.5M. The position accounts for 0.04% of the portfolio, ranked #326.

JP Morgan Private Wealth Advisors first reported a position in XLY in Q2 2013 and has held it in 42 quarters since. The position peaked at $25.3M in Q1 2022. 1,044 funds tracked by Wall St. Rank hold XLY as of Q3 2023.

JP Morgan Private Wealth Advisors held 167,382 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $13.5M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 6,146 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2023, an estimated $520K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #326 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 42 quarters since.
JP Morgan Private Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $25.3M in Q1 2022.
1,044 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.