Leelyn Smith’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Leelyn Smith’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 Q2	–	Sell	-4,234	Closed	-$356K	–	403
2021 Q1	$356K	Buy	4,234 +4	+0.1%	+$333	0.11%	104
2020 Q4	$340K	Buy	4,230 +6	+0.1%	+$463	0.11%	98
2020 Q3	$311K	Buy	4,224 +4	+0.1%	+$283	0.11%	99
2020 Q2	$269K	Buy	4,220 +6	+0.1%	+$354	0.11%	103
2020 Q1	$207K	Sell	4,214 -4,504	-52%	-$266K	0.11%	102
2019 Q4	$547	Buy	+8,718	New	+$530K	0.26%	72

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Leelyn Smith's XLY Position: Q2 2021 in Review

Leelyn Smith sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2021, closing a stake of 4,234 shares — an estimated $356K sold.

Leelyn Smith first reported a position in XLY in Q4 2019 and held it in 6 quarters. The position peaked at $356K in Q1 2021. 955 funds tracked by Wall St. Rank hold XLY as of Q2 2021.

Leelyn Smith reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Leelyn Smith sold 4,234 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2021, an estimated $356K.
Leelyn Smith first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 6 quarters.
Leelyn Smith's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $356K in Q1 2021.
955 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2021.

Based on Leelyn Smith's 13F filing for Q2 2021, filed 31 Aug 2021.