Sargent Bickham Lagudis’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Sargent Bickham Lagudis’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	$535K	Buy	8,278 +64	+0.8%	+$4.46K	0.04%	175
2022 Q3	$585K	Buy	8,214 +420	+5%	+$32.9K	0.05%	157
2022 Q2	$535K	Hold	7,794	–	–	0.05%	176
2022 Q1	$721K	Sell	7,794 -2,092	-21%	-$192K	0.06%	157
2021 Q4	$1.01M	Buy	9,886 +1,034	+12%	+$103K	0.08%	133
2021 Q3	$794K	Hold	8,852	–	–	0.06%	137
2021 Q2	$790K	Hold	8,852	–	–	0.06%	137
2021 Q1	$744K	Buy	8,852 +2	+0%	+$166	0.07%	130
2020 Q4	$712K	Sell	8,850 -2,110	-19%	-$163K	0.07%	132
2020 Q3	$805K	Buy	10,960 +2,690	+33%	+$190K	0.08%	119
2020 Q2	$528K	Sell	8,270 -2,902	-26%	-$171K	0.06%	135
2020 Q1	$548K	Buy	11,172 +3,770	+51%	+$223K	0.07%	142
2019 Q4	$464K	Hold	7,402	–	–	0.05%	149
2019 Q3	$447K	Sell	7,402 -1,400	-16%	-$84.4K	0.05%	140
2019 Q2	$525K	Hold	8,802	–	–	0.06%	138
2019 Q1	$501K	Hold	8,802	–	–	0.06%	148
2018 Q4	$436K	Hold	8,802	–	–	0.06%	145
2018 Q3	$516K	Hold	8,802	–	–	0.06%	144
2018 Q2	$481K	Hold	8,802	–	–	0.06%	140
2018 Q1	$446K	Hold	8,802	–	–	0.06%	142
2017 Q4	$434K	Buy	8,802 +2,878	+49%	+$135K	0.05%	150
2017 Q3	$267K	Buy	5,924 +20	+0.3%	+$900	0.03%	189
2017 Q2	$265K	Buy	5,904 +900	+18%	+$40.3K	0.03%	181
2017 Q1	$220K	Hold	5,004	–	–	0.03%	198
2016 Q4	$203K	Buy	5,004 +2,640	+112%	+$107K	0.03%	199
2016 Q3	$351	Sell	2,364 -7,170	-75%	-$289K	0.05%	155
2016 Q2	$372K	Hold	9,534	–	–	0.06%	149
2016 Q1	$377K	Buy	+9,534	New	+$355K	0.06%	154

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

RJA

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

Sargent Bickham Lagudis's XLY Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.78% in Q4 2022, buying an estimated $4.46K and bringing the position to 8,278 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #175.

Sargent Bickham Lagudis first reported a position in XLY in Q1 2016 and has held it in 28 quarters since. The position peaked at $1.01M in Q4 2021. 962 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

Sargent Bickham Lagudis held 8,278 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $535K as of Q4 2022.
Sargent Bickham Lagudis bought 64 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $4.46K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #175 holding.
Sargent Bickham Lagudis first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.01M in Q4 2021.
962 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.