Lucia Wealth Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Lucia Wealth Services’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
2020 Q3	$151K	Buy	+2,060	New	+$146K	0.04%	137
2020 Q1	–	Sell	-1,720	Closed	-$108K	–	213
2019 Q4	$108K	Hold	1,720	–	–	0.03%	133
2019 Q3	$104K	Buy	+1,720	New	+$104K	0.03%	116

Other funds holding XLY

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Lucia Wealth Services's XLY Position: Q3 2020 in Review

Lucia Wealth Services opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2020: 2,060 shares worth $151K. The stake represents 0.04% of the portfolio and ranks #137 among its holdings. This is a return to the name: Lucia Wealth Services previously reported a position in XLY as recently as Q4 2019.

Lucia Wealth Services first reported a position in XLY in Q3 2019 and has held it in 3 quarters since. 815 funds tracked by Wall St. Rank hold XLY as of Q3 2020.

Lucia Wealth Services held 2,060 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $151K as of Q3 2020.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Lucia Wealth Services position in Q3 2020.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Lucia Wealth Services's portfolio in Q3 2020, its #137 holding.
Lucia Wealth Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2019 and has held it in 3 quarters since.
815 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.