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

Stewardship Financial Advisors’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 Q1	$62K	Hold	738	–	–	0.02%	73
2020 Q4	$59K	Hold	738	–	–	0.02%	76
2020 Q3	$54K	Buy	+738	New	+$52.2K	0.02%	65
2020 Q1	–	Sell	-828	Closed	-$52K	–	95
2019 Q4	$52K	Buy	+828	New	+$50.4K	0.02%	72

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJA

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

Stewardship Financial Advisors's XLY Position: Q1 2021 in Review

Stewardship Financial Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2021 at 738 shares worth $62K. The position accounts for 0.02% of the portfolio, ranked #73.

Stewardship Financial Advisors first reported a position in XLY in Q4 2019 and has held it in 4 quarters since. 937 funds tracked by Wall St. Rank hold XLY as of Q1 2021.

Stewardship Financial Advisors held 738 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $62K as of Q1 2021.
Stewardship Financial Advisors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2021.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Stewardship Financial Advisors's portfolio in Q1 2021, its #73 holding.
Stewardship Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 4 quarters since.
937 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.