Sonora Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Sonora Investment Management’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	$18K	Buy	+200	New	+$18.2K	﹤0.01%	657
2019 Q3	–	Sell	-200	Closed	-$12K	–	1829
2019 Q2	$12K	Buy	+200	New	+$11.7K	﹤0.01%	1066
2018 Q3	–	Sell	-44	Closed	-$2K	–	1271
2018 Q2	$2K	Buy	+44	New	+$2.33K	﹤0.01%	1081
2016 Q2	–	Sell	-200	Closed	-$7.96K	–	936
2016 Q1	$7.96K	Hold	200	–	–	﹤0.01%	671
2015 Q4	$8K	Hold	200	–	–	﹤0.01%	577
2015 Q3	$7K	Buy	+200	New	+$7.68K	﹤0.01%	609

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Sonora Investment Management's XLY Position: Q3 2021 in Review

Sonora Investment Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2021: 200 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #657 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in XLY as recently as Q2 2019.

Sonora Investment Management first reported a position in XLY in Q3 2015 and has held it in 6 quarters since. 950 funds tracked by Wall St. Rank hold XLY as of Q3 2021.

Sonora Investment Management held 200 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $18K as of Q3 2021.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Sonora Investment Management position in Q3 2021.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #657 holding.
Sonora Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2015 and has held it in 6 quarters since.
950 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.