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Kowal Investment Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-502
Closed -$45K – 967
2021
Q3 		$45K Buy
+502
New +$45.6K 0.01% 256

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Kowal Investment Group's XLY Position: Q4 2021 in Review

Kowal Investment Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2021, closing a stake of 502 shares — an estimated $45K sold.

Kowal Investment Group first reported a position in XLY in Q3 2021 and held it in 1 quarter. The position peaked at $45K in Q3 2021. 1,114 funds tracked by Wall St. Rank hold XLY as of Q4 2021.

  • Kowal Investment Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 502 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2021, an estimated $45K.
  • Kowal Investment Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $45K in Q3 2021.
  • 1,114 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.