PCG Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

PCG Wealth Advisors’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	–	Sell	-8,358	Closed	-$673K	–	115
2023 Q3	$673K	Buy	8,358 +420	+5%	+$35.5K	0.44%	50
2023 Q2	$674K	Sell	7,938 -116	-1%	-$8.88K	0.42%	53
2023 Q1	$602K	Sell	8,054 -1,478	-16%	-$106K	0.38%	55
2022 Q4	$616K	Sell	9,532 -44,976	-83%	-$3.14M	0.39%	56
2022 Q3	$3.88M	Buy	54,508 +26,402	+94%	+$2.07M	1.38%	15
2022 Q2	$1.93M	Sell	28,106 -1,610	-5%	-$127K	1.38%	15
2022 Q1	$2.75M	Sell	29,716 -600	-2%	-$55K	1.75%	13
2021 Q4	$3.07M	Buy	+30,316	New	+$3.02M	2.13%	15

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $7.98B AUM 28.14% 1-Year Est. Return

PCG Wealth Advisors's XLY Position: Q4 2023 in Review

PCG Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2023, closing a stake of 8,358 shares — an estimated $673K sold.

PCG Wealth Advisors first reported a position in XLY in Q4 2021 and held it in 8 quarters. The position peaked at $3.88M in Q3 2022. 1,145 funds tracked by Wall St. Rank hold XLY as of Q4 2023.

PCG Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
PCG Wealth Advisors sold 8,358 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2023, an estimated $673K.
PCG Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 8 quarters.
PCG Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.88M in Q3 2022.
1,145 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2023.

Based on PCG Wealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.