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 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

Professional Financial Advisors's XLY Position: Q4 2022 in Review

Professional Financial Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2022, closing a stake of 580 shares — an estimated $41K sold.

Professional Financial Advisors first reported a position in XLY in Q3 2020 and held it in 9 quarters. The position peaked at $118K in Q4 2021. 963 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

Professional Financial Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 580 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $41K.
Professional Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $118K in Q4 2021.
963 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.