Loring Wolcott & Coolidge Fiduciary Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	-48	Closed	-$3.79K	–	612
2023 Q3	$3.79K	Buy	+48	New	+$4.06K	﹤0.01%	569
2022 Q2	–	Sell	-22	Closed	-$2K	–	688
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	623
2021 Q4	$2K	Hold	22	–	–	﹤0.01%	704
2021 Q3	$2K	Hold	22	–	–	﹤0.01%	724
2021 Q2	$2K	Buy	+22	New	+$1.92K	﹤0.01%	905
2015 Q4	–	Sell	-78	Closed	-$3K	–	679
2015 Q3	$3K	Hold	78	–	–	﹤0.01%	594
2015 Q2	$3K	Buy	+78	New	+$2.98K	﹤0.01%	594

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Loring Wolcott & Coolidge Fiduciary Advisors's XLY Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2023, closing a stake of 48 shares — an estimated $3.79K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XLY in Q2 2015 and held it in 7 quarters. The position peaked at $3.79K in Q3 2023. 1,146 funds tracked by Wall St. Rank hold XLY as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 48 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2023, an estimated $3.79K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2015 and held it in 7 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.79K in Q3 2023.
1,146 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.