Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-190
Closed -$15.3K – 528
2023
Q3 		$15.3K Buy
+190
New +$16.1K ﹤0.01% 300

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Legacy Financial Group (Iowa)'s XLY Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2023, closing a stake of 190 shares — an estimated $15.3K sold.

Legacy Financial Group (Iowa) first reported a position in XLY in Q3 2023 and held it in 1 quarter. The position peaked at $15.3K in Q3 2023. 1,145 funds tracked by Wall St. Rank hold XLY as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 190 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2023, an estimated $15.3K.
  • Legacy Financial Group (Iowa) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $15.3K in Q3 2023.
  • 1,145 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.