PrairieView Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

PrairieView Partners’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 Q3	–	Sell	-794	Closed	-$67K	–	485
2023 Q2	$67K	Hold	794	–	–	0.01%	174
2023 Q1	$59K	Hold	794	–	–	0.01%	175
2022 Q4	$51K	Hold	794	–	–	0.01%	188
2022 Q3	$57K	Hold	794	–	–	0.01%	164
2022 Q2	$55K	Hold	794	–	–	0.01%	185
2022 Q1	$73K	Buy	+794	New	+$72.7K	0.01%	169

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PrairieView Partners's XLY Position: Q3 2023 in Review

PrairieView Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2023, closing a stake of 794 shares — an estimated $67K sold.

PrairieView Partners first reported a position in XLY in Q1 2022 and held it in 6 quarters. The position peaked at $73K in Q1 2022. 1,043 funds tracked by Wall St. Rank hold XLY as of Q3 2023.

PrairieView Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
PrairieView Partners sold 794 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2023, an estimated $67K.
PrairieView Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
PrairieView Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $73K in Q1 2022.
1,043 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2023.

Based on PrairieView Partners's 13F filing for Q3 2023, filed 23 Oct 2023.