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Sterling Investment Advisors (Pennsylvania)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2020
Q1 		– Sell
-464
Closed -$29K – 455
2019
Q4 		$29K Hold
464
– – 0.01% 265
2019
Q3 		$28K Hold
464
– – 0.01% 264
2019
Q2 		$28K Buy
+464
New +$27.2K 0.01% 269

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s XLY Position: Q1 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2020, closing a stake of 464 shares — an estimated $29K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in XLY in Q2 2019 and held it in 3 quarters. The position peaked at $29K in Q4 2019. 726 funds tracked by Wall St. Rank hold XLY as of Q1 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 464 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2020, an estimated $29K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2019 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $29K in Q4 2019.
  • 726 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 30 Apr 2020.