Kings Point Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Kings Point Capital 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
2022 Q1	$563K	Sell	6,088 -42	-0.7%	-$3.85K	0.05%	127
2021 Q4	$627K	Buy	6,130 +42	+0.7%	+$4.18K	0.05%	133
2021 Q3	$546K	Sell	6,088 -500	-8%	-$45.4K	0.05%	136
2021 Q2	$588K	Sell	6,588 -856	-11%	-$74.5K	0.05%	133
2021 Q1	$626K	Buy	7,444 +452	+6%	+$37.6K	0.06%	127
2020 Q4	$562K	Hold	6,992	–	–	0.06%	124
2020 Q3	$514K	Buy	6,992 +1,756	+34%	+$124K	0.06%	124
2020 Q2	$334K	Hold	5,236	–	–	0.05%	126
2020 Q1	$257K	Hold	5,236	–	–	0.05%	139
2019 Q4	$328K	Buy	5,236 +2,200	+72%	+$134K	0.05%	147
2019 Q3	$183K	Buy	3,036 +418	+16%	+$25.2K	0.03%	170
2019 Q2	$156K	Buy	2,618 +246	+10%	+$14.4K	0.03%	156
2019 Q1	$135K	Hold	2,372	–	–	0.03%	153
2018 Q4	$117K	Buy	2,372 +1,042	+78%	+$55.1K	0.03%	152
2018 Q3	$78K	Sell	1,330 -42	-3%	-$2.39K	0.01%	199
2018 Q2	$75K	Buy	1,372 +2	+0.1%	+$106	0.01%	204
2018 Q1	$69K	Hold	1,370	–	–	0.01%	204
2017 Q4	$68K	Buy	1,370 +2	+0.1%	+$94	0.01%	205
2017 Q3	$62K	Hold	1,368	–	–	0.01%	207
2017 Q2	$61K	Buy	1,368 +268	+24%	+$12K	0.01%	205
2017 Q1	$48K	Hold	1,100	–	–	0.01%	224
2016 Q4	$45K	Hold	1,100	–	–	0.01%	203
2016 Q3	$44K	Hold	1,100	–	–	0.01%	196
2016 Q2	$43K	Hold	1,100	–	–	0.01%	199
2016 Q1	$44K	Hold	1,100	–	–	0.01%	190
2015 Q4	$43K	Hold	1,100	–	–	0.01%	215
2015 Q3	$41K	Hold	1,100	–	–	0.01%	236
2015 Q2	$42K	Hold	1,100	–	–	0.01%	231
2015 Q1	$41K	Hold	1,100	–	–	0.01%	236
2014 Q4	$40K	Hold	1,100	–	–	0.01%	226
2014 Q3	$37K	Hold	1,100	–	–	0.01%	205
2014 Q2	$37K	Hold	1,100	–	–	0.01%	204
2014 Q1	$36K	Hold	1,100	–	–	0.01%	194
2013 Q4	$37K	Sell	1,100 -154	-12%	-$4.9K	0.01%	193
2013 Q3	$38K	Hold	1,254	–	–	0.01%	193
2013 Q2	$35K	Buy	+1,254	New	+$34.7K	0.01%	211

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Kings Point Capital Management's XLY Position: Q1 2022 in Review

Kings Point Capital Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.69% in Q1 2022, selling an estimated $3.85K and leaving 6,088 shares worth $563K. The position accounts for 0.05% of the portfolio, ranked #127.

Kings Point Capital Management first reported a position in XLY in Q2 2013 and has held it in 36 quarters since. The position peaked at $627K in Q4 2021. 1,031 funds tracked by Wall St. Rank hold XLY as of Q1 2022.

Kings Point Capital Management held 6,088 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $563K as of Q1 2022.
Kings Point Capital Management sold 42 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2022, an estimated $3.85K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Kings Point Capital Management's portfolio in Q1 2022, its #127 holding.
Kings Point Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 36 quarters since.
Kings Point Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $627K in Q4 2021.
1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.