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PCA
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
Shares
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
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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