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My Personal CFO LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

My Personal CFO LLC’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
Q1 		– Sell
-1,446
Closed -$93.4K – 853
2022
Q4 		$93.4K Buy
+1,446
New +$101K 0.09% 95

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

My Personal CFO LLC's XLY Position: Q1 2023 in Review

My Personal CFO LLC sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2023, closing a stake of 1,446 shares — an estimated $93.4K sold.

My Personal CFO LLC first reported a position in XLY in Q4 2022 and held it in 1 quarter. The position peaked at $93.4K in Q4 2022. 967 funds tracked by Wall St. Rank hold XLY as of Q1 2023.

  • My Personal CFO LLC reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 1,446 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2023, an estimated $93.4K.
  • My Personal CFO LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $93.4K in Q4 2022.
  • 967 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.