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

Sumitomo Mitsui 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
2022 Q4	–	Sell	-110,000	Closed	-$7.83M	–	195
2022 Q3	$7.83M	Sell	110,000 -110,000	-50%	-$8.61M	0.33%	44
2022 Q2	$15.1M	Buy	+220,000	New	+$17.3M	0.42%	33
2021 Q4	–	Sell	-544,000	Closed	-$48.8M	–	205
2021 Q3	$48.8M	Sell	544,000 -610,000	-53%	-$55.4M	1.11%	19
2021 Q2	$103M	Buy	+1,154,000	New	+$100M	2.27%	12

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

Sumitomo Mitsui Financial Group's XLY Position: Q4 2022 in Review

Sumitomo Mitsui Financial Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2022, closing a stake of 110,000 shares — an estimated $7.83M sold.

Sumitomo Mitsui Financial Group first reported a position in XLY in Q2 2021 and held it in 4 quarters. The position peaked at $103M in Q2 2021. 962 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

Sumitomo Mitsui Financial Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 110,000 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $7.83M.
Sumitomo Mitsui Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and held it in 4 quarters.
Sumitomo Mitsui Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $103M in Q2 2021.
962 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q4 2022, filed 10 Feb 2023.