Olympiad Research’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Olympiad Research’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
2022 Q3	–	Sell	-6,548	Closed	-$450K	–	327
2022 Q2	$450K	Sell	6,548 -22,124	-77%	-$1.74M	0.2%	127
2022 Q1	$2.65M	Sell	28,672 -13,744	-32%	-$1.26M	0.81%	35
2021 Q4	$4.34M	Buy	42,416 +29,392	+226%	+$2.93M	1.57%	10
2021 Q3	$1.17M	Sell	13,024 -1,332	-9%	-$121K	0.36%	92
2021 Q2	$1.28M	Sell	14,356 -15,332	-52%	-$1.34M	0.45%	84
2021 Q1	$2.5M	Sell	29,688 -52,894	-64%	-$4.4M	1.07%	34
2020 Q4	$6.64M	Buy	82,582 +53,028	+179%	+$4.09M	3.81%	9
2020 Q3	$2.17M	Sell	29,554 -8,418	-22%	-$596K	1.11%	15
2020 Q2	$2.42M	Buy	37,972 +21,332	+128%	+$1.26M	1.72%	12
2020 Q1	$816K	Buy	16,640 +8,352	+101%	+$493K	0.82%	16
2019 Q4	$520K	Buy	+8,288	New	+$504K	0.4%	24

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Olympiad Research's XLY Position: Q3 2022 in Review

Olympiad Research sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2022, closing a stake of 6,548 shares — an estimated $450K sold.

Olympiad Research first reported a position in XLY in Q4 2019 and held it in 11 quarters. The position peaked at $6.64M in Q4 2020. 946 funds tracked by Wall St. Rank hold XLY as of Q3 2022.

Olympiad Research reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Olympiad Research sold 6,548 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2022, an estimated $450K.
Olympiad Research first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 11 quarters.
Olympiad Research's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.64M in Q4 2020.
946 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.