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

Personal 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
2022 Q4	$291K	Buy	4,512 +318	+8%	+$22.2K	﹤0.01%	389
2022 Q3	$299K	Buy	4,194 +6	+0.1%	+$469	﹤0.01%	360
2022 Q2	$288K	Sell	4,188 -2,036	-33%	-$160K	﹤0.01%	361
2022 Q1	$576K	Sell	6,224 -3,364	-35%	-$308K	﹤0.01%	291
2021 Q4	$969K	Buy	9,588 +2,122	+28%	+$211K	﹤0.01%	269
2021 Q3	$670K	Buy	7,466 +1,828	+32%	+$166K	﹤0.01%	277
2021 Q2	$503K	Sell	5,638 -32	-0.6%	-$2.79K	﹤0.01%	308
2021 Q1	$476K	Sell	5,670 -166	-3%	-$13.8K	﹤0.01%	311
2020 Q4	$469K	Sell	5,836 -28,228	-83%	-$2.18M	﹤0.01%	310
2020 Q3	$2.5M	Buy	34,064 +29,342	+621%	+$2.08M	0.02%	223
2020 Q2	$302K	Sell	4,722 -1,534	-25%	-$90.4K	﹤0.01%	289
2020 Q1	$307K	Buy	6,256 +2,048	+49%	+$121K	﹤0.01%	283
2019 Q4	$264K	Buy	4,208 +860	+26%	+$52.3K	﹤0.01%	347
2019 Q3	$202K	Buy	+3,348	New	+$202K	﹤0.01%	352
2017 Q1	–	Sell	-4,956	Closed	-$202K	–	220
2016 Q4	$202K	Buy	+4,956	New	+$200K	0.01%	173

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

RJA

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Personal Capital Advisors's XLY Position: Q4 2022 in Review

Personal Capital Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 7.6% in Q4 2022, buying an estimated $22.2K and bringing the position to 4,512 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Personal Capital Advisors first reported a position in XLY in Q4 2016 and has held it in 15 quarters since. The position peaked at $2.5M in Q3 2020. 963 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

Personal Capital Advisors held 4,512 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $291K as of Q4 2022.
Personal Capital Advisors bought 318 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $22.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #389 holding.
Personal Capital Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and has held it in 15 quarters since.
Personal Capital Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.5M in Q3 2020.
963 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.