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

Safeguard Financial’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
-1,060
Closed -$89K – 571
2023
Q2 		$89K Buy
+1,060
New +$81.2K 0.04% 105

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Safeguard Financial's XLY Position: Q3 2023 in Review

Safeguard Financial sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2023, closing a stake of 1,060 shares — an estimated $89K sold.

Safeguard Financial first reported a position in XLY in Q2 2023 and held it in 1 quarter. The position peaked at $89K in Q2 2023. 1,043 funds tracked by Wall St. Rank hold XLY as of Q3 2023.

  • Safeguard Financial reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 1,060 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2023, an estimated $89K.
  • Safeguard Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $89K in Q2 2023.
  • 1,043 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.