Laurel Wealth Advisors (California)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$398K	Sell	6,158 -654	-10%	-$45.6K	0.04%	419
2022 Q3	$485K	Sell	6,812 -304	-4%	-$23.8K	0.05%	350
2022 Q2	$489K	Sell	7,116 -22,254	-76%	-$1.75M	0.05%	364
2022 Q1	$2.72M	Buy	29,370 +368	+1%	+$33.7K	0.22%	99
2021 Q4	$2.96M	Buy	29,002 +25,372	+699%	+$2.53M	0.23%	103
2021 Q3	$326K	Sell	3,630 -4,634	-56%	-$421K	0.06%	318
2021 Q2	$738K	Sell	8,264 -302	-4%	-$26.3K	0.1%	215
2021 Q1	$720K	Buy	8,566 +2,170	+34%	+$181K	0.11%	195
2020 Q4	$514K	Buy	6,396 +746	+13%	+$57.5K	0.08%	242
2020 Q3	$415K	Sell	5,650 -200	-3%	-$14.2K	0.07%	249
2020 Q2	$373K	Sell	5,850 -82	-1%	-$4.83K	0.07%	260
2020 Q1	$290K	Buy	5,932 +214	+4%	+$12.6K	0.07%	281
2019 Q4	$359K	Sell	5,718 -2,840	-33%	-$173K	0.06%	308
2019 Q3	$516K	Buy	+8,558	New	+$516K	0.09%	240

Other funds holding XLY

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Laurel Wealth Advisors (California)'s XLY Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.6% in Q4 2022, selling an estimated $45.6K and leaving 6,158 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #419.

Laurel Wealth Advisors (California) first reported a position in XLY in Q3 2019 and has held it in 14 quarters since. The position peaked at $2.96M in Q4 2021. 962 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

Laurel Wealth Advisors (California) held 6,158 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $398K as of Q4 2022.
Laurel Wealth Advisors (California) sold 654 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $45.6K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #419 holding.
Laurel Wealth Advisors (California) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2019 and has held it in 14 quarters since.
Laurel Wealth Advisors (California)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.96M in Q4 2021.
962 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.