Mid Atlantic Financial Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Mid Atlantic Financial Management’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 Q3	$1M	Buy	11,152 +1,924	+21%	+$175K	0.07%	253
2021 Q2	$824K	Sell	9,228 -858	-9%	-$74.7K	0.06%	310
2021 Q1	$848K	Sell	10,086 -1,580	-14%	-$131K	0.06%	283
2020 Q4	$938K	Sell	11,666 -3,358	-22%	-$259K	0.07%	242
2020 Q3	$1.14M	Sell	15,024 -6,924	-32%	-$490K	0.1%	193
2020 Q2	$1.4M	Sell	21,948 -5,930	-21%	-$350K	0.13%	138
2020 Q1	$1.37M	Buy	27,878 +2,296	+9%	+$136K	0.16%	121
2019 Q4	$1.6M	Buy	25,582 +12,782	+100%	+$778K	0.15%	133
2019 Q3	$773K	Buy	12,800 +246	+2%	+$14.8K	0.08%	256
2019 Q2	$748K	Buy	12,554 +162	+1%	+$9.48K	0.08%	277
2019 Q1	$705K	Buy	12,392 +1,710	+16%	+$92.7K	0.08%	281
2018 Q4	$529K	Buy	+10,682	New	+$565K	0.07%	314

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mid Atlantic Financial Management's XLY Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 21% in Q3 2021, buying an estimated $175K and bringing the position to 11,152 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #253.

Mid Atlantic Financial Management first reported a position in XLY in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.6M in Q4 2019. 950 funds tracked by Wall St. Rank hold XLY as of Q3 2021.

Mid Atlantic Financial Management held 11,152 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1M as of Q3 2021.
Mid Atlantic Financial Management bought 1,924 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2021, an estimated $175K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #253 holding.
Mid Atlantic Financial Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.6M in Q4 2019.
950 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.