Nalls Sherbakoff Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Nalls Sherbakoff Group’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	$25.9K	Hold	290	–	–	0.02%	214
2023 Q3	$23.3K	Hold	290	–	–	0.02%	215
2023 Q2	$22K	Hold	290	–	–	0.02%	219
2023 Q1	$21.1K	Buy	+290	New	+$20.8K	0.02%	227
2018 Q4	$14K	Buy	+290	New	+$15.3K	0.02%	243

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 $374B AUM 17.66% 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

Nalls Sherbakoff Group's XLY Position: Q4 2023 in Review

Nalls Sherbakoff Group held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q4 2023 at 290 shares worth $25.9K. The position accounts for 0.02% of the portfolio, ranked #214.

Nalls Sherbakoff Group first reported a position in XLY in Q4 2018 and has held it in 5 quarters since. 1,145 funds tracked by Wall St. Rank hold XLY as of Q4 2023.

Nalls Sherbakoff Group held 290 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $25.9K as of Q4 2023.
Nalls Sherbakoff Group left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q4 2023.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #214 holding.
Nalls Sherbakoff Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 5 quarters since.
1,145 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.