Private Wealth Advisors (Pennsylvania)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020 Q4	$556K	Sell	6,916 -704	-9%	-$54.3K	0.32%	60
2020 Q3	$560K	Hold	7,620	–	–	0.36%	53
2020 Q2	$487K	Sell	7,620 -54	-0.7%	-$3.18K	0.33%	54
2020 Q1	$431K	Sell	7,674 -1,218	-14%	-$71.9K	0.33%	55
2019 Q4	$557K	Sell	8,892 -2,450	-22%	-$149K	0.3%	74
2019 Q3	$685K	Sell	11,342 -5,404	-32%	-$326K	0.35%	72
2019 Q2	$998K	Buy	16,746 +400	+2%	+$23.4K	0.35%	71
2019 Q1	$930K	Buy	16,346 +102	+0.6%	+$5.53K	0.35%	72
2018 Q4	$804K	Sell	16,244 -2,546	-14%	-$135K	0.35%	71
2018 Q3	$1.1M	Buy	18,790 +132	+0.7%	+$7.52K	0.41%	62
2018 Q2	$1.02M	Buy	18,658 +160	+0.9%	+$8.46K	0.41%	65
2018 Q1	$937K	Buy	18,498 +8	+0%	+$417	0.38%	71
2017 Q4	$912K	Sell	18,490 -2	-0%	-$94	0.35%	75
2017 Q3	$833K	Buy	18,492 +488	+3%	+$21.9K	0.34%	76
2017 Q2	$807K	Buy	18,004 +450	+3%	+$20.2K	0.35%	75
2017 Q1	$772K	Buy	17,554 +72	+0.4%	+$3.08K	0.35%	77
2016 Q4	$712K	Buy	17,482 +352	+2%	+$14.2K	0.33%	75
2016 Q3	$686K	Buy	17,130 +2	+0%	+$81	0.33%	81
2016 Q2	$668K	Buy	17,128 +2,014	+13%	+$79.2K	0.33%	78
2016 Q1	$598K	Buy	15,114 +2,198	+17%	+$81.9K	0.32%	79
2015 Q4	$505K	Sell	12,916 -4,662	-27%	-$185K	0.28%	78
2015 Q3	$653K	Sell	17,578 -154	-0.9%	-$5.92K	0.33%	85
2015 Q2	$678K	Buy	17,732 +9,258	+109%	+$354K	0.31%	83
2015 Q1	$319K	Buy	8,474 +1,616	+24%	+$59.4K	0.15%	112
2014 Q4	$247K	Buy	6,858 +700	+11%	+$24K	0.12%	114
2014 Q3	$205K	Buy	6,158 +100	+2%	+$3.38K	0.11%	121
2014 Q2	$202K	Buy	+6,058	New	+$197K	0.1%	124

Other funds holding XLY

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

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

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s XLY Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.2% in Q4 2020, selling an estimated $54.3K and leaving 6,916 shares worth $556K. The position accounts for 0.32% of the portfolio, ranked #60.

Private Wealth Advisors (Pennsylvania) first reported a position in XLY in Q2 2014 and has held it in 27 quarters since. The position peaked at $1.1M in Q3 2018. 952 funds tracked by Wall St. Rank hold XLY as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 6,916 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $556K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 704 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2020, an estimated $54.3K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.32% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #60 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2014 and has held it in 27 quarters since.
Private Wealth Advisors (Pennsylvania)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.1M in Q3 2018.
952 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.