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

Reilly 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
2021 Q4	$71K	Sell	696 -400	-36%	-$39.8K	0.01%	343
2021 Q3	$98K	Hold	1,096	–	–	0.01%	268
2021 Q2	$98K	Hold	1,096	–	–	0.01%	276
2021 Q1	$92K	Hold	1,096	–	–	0.01%	274
2020 Q4	$88K	Hold	1,096	–	–	0.01%	266
2020 Q3	$81K	Hold	1,096	–	–	0.01%	251
2020 Q2	$70K	Hold	1,096	–	–	0.01%	268
2020 Q1	$54K	Hold	1,096	–	–	0.01%	289
2019 Q4	$69K	Hold	1,096	–	–	0.01%	293
2019 Q3	$66K	Hold	1,096	–	–	0.01%	310
2019 Q2	$65K	Hold	1,096	–	–	0.01%	316
2019 Q1	$62K	Hold	1,096	–	–	0.01%	312
2018 Q4	$54K	Sell	1,096 -400	-27%	-$21.1K	0.01%	320
2018 Q3	$88K	Hold	1,496	–	–	0.01%	260
2018 Q2	$82K	Sell	1,496 -108	-7%	-$5.71K	0.01%	246
2018 Q1	$81K	Buy	1,604 +176	+12%	+$9.18K	0.01%	245
2017 Q4	$70K	Sell	1,428 -54	-4%	-$2.54K	0.01%	277
2017 Q3	$67K	Buy	1,482 +54	+4%	+$2.43K	0.01%	266
2017 Q2	$64K	Sell	1,428 -580	-29%	-$26K	0.01%	272
2017 Q1	$88K	Buy	2,008 +228	+13%	+$9.77K	0.01%	219
2016 Q4	$72K	Hold	1,780	–	–	0.01%	235
2016 Q3	$71K	Hold	1,780	–	–	0.01%	231
2016 Q2	$69K	Hold	1,780	–	–	0.01%	224
2016 Q1	$70K	Hold	1,780	–	–	0.01%	326
2015 Q4	$70K	Hold	1,780	–	–	0.01%	335
2015 Q3	$66K	Hold	1,780	–	–	0.01%	335
2015 Q2	$68K	Buy	1,780 +1,380	+345%	+$52.8K	0.01%	375
2015 Q1	$15K	Buy	+400	New	+$14.7K	﹤0.01%	740
2014 Q2	–	Sell	-728	Closed	-$24K	–	902
2014 Q1	$24K	Sell	728 -412	-36%	-$13.4K	0.01%	399
2013 Q4	$38K	Buy	1,140 +740	+185%	+$23.5K	0.01%	291
2013 Q3	$12K	Sell	400 -216	-35%	-$6.41K	﹤0.01%	439
2013 Q2	$18K	Buy	+616	New	+$17.1K	0.01%	363

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Reilly Financial Advisors's XLY Position: Q4 2021 in Review

Reilly Financial Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 36% in Q4 2021, selling an estimated $39.8K and leaving 696 shares worth $71K. The position accounts for 0.01% of the portfolio, ranked #343.

Reilly Financial Advisors first reported a position in XLY in Q2 2013 and has held it in 32 quarters since. The position peaked at $98K in Q3 2021. 1,115 funds tracked by Wall St. Rank hold XLY as of Q4 2021.

Reilly Financial Advisors held 696 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $71K as of Q4 2021.
Reilly Financial Advisors sold 400 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2021, an estimated $39.8K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #343 holding.
Reilly Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 32 quarters since.
Reilly Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $98K in Q3 2021.
1,115 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.