Lincoln National Corp’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Lincoln National Corp’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
2024 Q2	–	Sell	-17,198	Closed	-$1.58M	–	1157
2024 Q1	$1.58M	Buy	17,198 +10,836	+170%	+$965K	0.02%	388
2023 Q4	$569K	Buy	6,362 +2,870	+82%	+$238K	0.01%	626
2023 Q3	$281K	Buy	3,492 +114	+3%	+$9.64K	0.01%	819
2023 Q2	$287K	Sell	3,378 -704	-17%	-$53.9K	0.01%	809
2023 Q1	$305K	Sell	4,082 -62	-1%	-$4.45K	0.01%	763
2022 Q4	$268K	Sell	4,144 -58	-1%	-$4.04K	0.01%	764
2022 Q3	$299K	Sell	4,202 -42	-1%	-$3.29K	0.01%	659
2022 Q2	$292K	Sell	4,244 -2,800	-40%	-$221K	0.01%	665
2022 Q1	$652K	Buy	7,044 +622	+10%	+$57K	0.01%	449
2021 Q4	$656K	Sell	6,422 -334	-5%	-$33.3K	0.01%	448
2021 Q3	$606K	Sell	6,756 -1,006	-13%	-$91.4K	0.01%	448
2021 Q2	$693K	Sell	7,762 -342	-4%	-$29.8K	0.01%	404
2021 Q1	$681K	Buy	8,104 +16	+0.2%	+$1.33K	0.02%	382
2020 Q4	$650K	Sell	8,088 -11,042	-58%	-$851K	0.02%	369
2020 Q3	$1.41M	Buy	19,130 +1,156	+6%	+$81.8K	0.04%	202
2020 Q2	$1.15M	Buy	17,974 +906	+5%	+$53.4K	0.04%	220
2020 Q1	$837K	Buy	17,068 +138	+0.8%	+$8.15K	0.03%	239
2019 Q4	$1.06M	Buy	16,930 +382	+2%	+$23.2K	0.03%	251
2019 Q3	$999K	Buy	16,548 +118	+0.7%	+$7.11K	0.04%	226
2019 Q2	$979K	Buy	16,430 +466	+3%	+$27.3K	0.04%	208
2019 Q1	$908K	Sell	15,964 -5,094	-24%	-$276K	0.04%	208
2018 Q4	$1.04M	Sell	21,058 -14,128	-40%	-$747K	0.05%	169
2018 Q3	$2.06M	Buy	35,186 +10,056	+40%	+$573K	0.07%	102
2018 Q2	$1.37M	Buy	25,130 +8,648	+52%	+$457K	0.05%	132
2018 Q1	$835K	Buy	16,482 +12,344	+298%	+$644K	0.03%	187
2017 Q4	$204K	Buy	+4,138	New	+$195K	0.01%	594

Other funds holding XLY

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Lincoln National Corp's XLY Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2024, closing a stake of 17,198 shares — an estimated $1.58M sold.

Lincoln National Corp first reported a position in XLY in Q4 2017 and held it in 26 quarters. The position peaked at $2.06M in Q3 2018. 1,116 funds tracked by Wall St. Rank hold XLY as of Q2 2024.

Lincoln National Corp reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 17,198 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2024, an estimated $1.58M.
Lincoln National Corp first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and held it in 26 quarters.
Lincoln National Corp's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.06M in Q3 2018.
1,116 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.