Peddock Capital Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Peddock Capital 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
2021 Q1	–	Sell	-700	Closed	-$56K	–	289
2020 Q4	$56K	Buy	+700	New	+$54K	0.03%	161
2020 Q1	–	Sell	-700	Closed	-$44K	–	236
2019 Q4	$44K	Buy	+700	New	+$42.6K	0.02%	164
2019 Q2	–	Sell	-700	Closed	-$40K	–	233
2019 Q1	$40K	Hold	700	–	–	0.02%	166
2018 Q4	$35K	Hold	700	–	–	0.02%	178
2018 Q3	$41K	Hold	700	–	–	0.02%	177
2018 Q2	$38K	Hold	700	–	–	0.02%	183
2018 Q1	$35K	Hold	700	–	–	0.02%	182
2017 Q4	$35K	Hold	700	–	–	0.02%	184
2017 Q3	$32K	Hold	700	–	–	0.02%	183
2017 Q2	$31K	Hold	700	–	–	0.02%	187
2017 Q1	$31K	Hold	700	–	–	0.02%	168
2016 Q4	$28K	Hold	700	–	–	0.02%	164
2016 Q3	$28K	Buy	+700	New	+$28.2K	0.02%	172

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJA

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

Peddock Capital Advisors's XLY Position: Q1 2021 in Review

Peddock Capital Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2021, closing a stake of 700 shares — an estimated $56K sold.

Peddock Capital Advisors first reported a position in XLY in Q3 2016 and held it in 13 quarters. The position peaked at $56K in Q4 2020. 937 funds tracked by Wall St. Rank hold XLY as of Q1 2021.

Peddock Capital Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Peddock Capital Advisors sold 700 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2021, an estimated $56K.
Peddock Capital Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2016 and held it in 13 quarters.
Peddock Capital Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $56K in Q4 2020.
937 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2021.

Based on Peddock Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.