Landsberg Bennett & Dubbaneh’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Landsberg Bennett & Dubbaneh’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 Q3	$308K	Sell	3,404 -198	-5%	-$18K	0.04%	230
2021 Q2	$321K	Sell	3,602 -250	-6%	-$21.8K	0.04%	223
2021 Q1	$326K	Sell	3,852 -248	-6%	-$20.6K	0.05%	202
2020 Q4	$330K	Sell	4,100 -118	-3%	-$9.1K	0.05%	177
2020 Q3	$308K	Sell	4,218 -7,602	-64%	-$538K	0.05%	165
2020 Q2	$745K	Sell	11,820 -8,478	-42%	-$500K	0.15%	118
2020 Q1	$955K	Sell	20,298 -3,248	-14%	-$192K	0.27%	80
2019 Q4	$1.47M	Sell	23,546 -23,930	-50%	-$1.46M	0.35%	93
2019 Q3	$2.84M	Sell	47,476 -1,030	-2%	-$62.1K	0.76%	47
2019 Q2	$2.92M	Sell	48,506 -4,700	-9%	-$275K	0.76%	45
2019 Q1	$3.08M	Buy	53,206 +32,148	+153%	+$1.74M	0.73%	47
2018 Q4	$1.04M	Buy	+21,058	New	+$1.11M	0.4%	89

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's XLY Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.5% in Q3 2021, selling an estimated $18K and leaving 3,404 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #230.

Landsberg Bennett & Dubbaneh first reported a position in XLY in Q4 2018 and has held it in 12 quarters since. The position peaked at $3.08M in Q1 2019. 950 funds tracked by Wall St. Rank hold XLY as of Q3 2021.

Landsberg Bennett & Dubbaneh held 3,404 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $308K as of Q3 2021.
Landsberg Bennett & Dubbaneh sold 198 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2021, an estimated $18K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #230 holding.
Landsberg Bennett & Dubbaneh first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 12 quarters since.
Landsberg Bennett & Dubbaneh's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.08M in Q1 2019.
950 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.