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

SageGuard Financial Group’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 Q3	–	Sell	-4,874	Closed	-$435K	–	134
2021 Q2	$435K	Sell	4,874 -88	-2%	-$7.66K	0.2%	87
2021 Q1	$417K	Buy	4,962 +44	+0.9%	+$3.66K	0.19%	85
2020 Q4	$396K	Buy	+4,918	New	+$379K	0.19%	82

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SageGuard Financial Group's XLY Position: Q3 2021 in Review

SageGuard Financial Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2021, closing a stake of 4,874 shares — an estimated $435K sold.

SageGuard Financial Group first reported a position in XLY in Q4 2020 and held it in 3 quarters. The position peaked at $435K in Q2 2021. 950 funds tracked by Wall St. Rank hold XLY as of Q3 2021.

SageGuard Financial Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
SageGuard Financial Group sold 4,874 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2021, an estimated $435K.
SageGuard Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 3 quarters.
SageGuard Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $435K in Q2 2021.
950 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2021.

Based on SageGuard Financial Group's 13F filing for Q3 2021, filed 15 Nov 2021.