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

Royal Harbor 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	-58,550	Closed	-$4.97M	–	76
2023 Q2	$4.97M	Sell	58,550 -800	-1%	-$61.3K	2.44%	13
2023 Q1	$4.44M	Buy	+59,350	New	+$4.25M	2.38%	13
2022 Q2	–	Sell	-18,724	Closed	-$1.73M	–	91
2022 Q1	$1.73M	Buy	18,724 +48	+0.3%	+$4.4K	1.11%	26
2021 Q4	$1.91M	Sell	18,676 -15,070	-45%	-$1.5M	1.21%	19
2021 Q3	$3.03M	Buy	+33,746	New	+$3.07M	2.15%	13
2021 Q2	–	Sell	-92,810	Closed	-$7.8M	–	80
2021 Q1	$7.8M	Buy	92,810 +61,274	+194%	+$5.1M	5.95%	4
2020 Q4	$2.54M	Sell	31,536 -2,612	-8%	-$201K	2.12%	9
2020 Q3	$2.51M	Sell	34,148 -20,136	-37%	-$1.43M	2.35%	8
2020 Q2	$3.47M	Buy	54,284 +19,854	+58%	+$1.17M	3.43%	6
2020 Q1	$1.69M	Buy	34,430 +7,254	+27%	+$428K	1.95%	11
2019 Q4	$1.7M	Buy	+27,176	New	+$1.65M	1.64%	21

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

Royal Harbor Partners's XLY Position: Q3 2023 in Review

Royal Harbor Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2023, closing a stake of 58,550 shares — an estimated $4.97M sold.

Royal Harbor Partners first reported a position in XLY in Q4 2019 and held it in 11 quarters. The position peaked at $7.8M in Q1 2021. 1,043 funds tracked by Wall St. Rank hold XLY as of Q3 2023.

Royal Harbor Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Royal Harbor Partners sold 58,550 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2023, an estimated $4.97M.
Royal Harbor Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 11 quarters.
Royal Harbor Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7.8M in Q1 2021.
1,043 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2023.

Based on Royal Harbor Partners's 13F filing for Q3 2023, filed 14 Nov 2023.