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Professional Financial Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Professional Financial 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 		– Sell
-580
Closed -$41K – 476
2022
Q3 		$41K Buy
580
+2
+0.3% +$156 0.03% 159
2022
Q2 		$40K Sell
578
-574
-50% -$45.2K 0.02% 164
2022
Q1 		$107K Buy
1,152
+2
+0.2% +$183 0.05% 105
2021
Q4 		$118K Hold
1,150
– – 0.05% 126
2021
Q3 		$103K Buy
1,150
+2
+0.2% +$182 0.06% 109
2021
Q2 		$102K Buy
1,148
+2
+0.2% +$174 0.06% 118
2021
Q1 		$96K Buy
1,146
+2
+0.2% +$166 0.06% 107
2020
Q4 		$92K Buy
1,144
+2
+0.2% +$154 0.07% 105
2020
Q3 		$82K Buy
+1,142
New +$80.8K 0.08% 103

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Barclays
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
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