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Summit Securities Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Summit Securities 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
-3,674
Closed -$262K – 1421
2022
Q3 		$262K Buy
+3,674
New +$287K 0.02% 373
2015
Q4 		– Sell
-400
Closed -$15K – 468
2015
Q3 		$15K Buy
+400
New +$15.4K 0.01% 231
2015
Q1 		– Sell
-18,800
Closed -$678K – 671
2014
Q4 		$678K Buy
18,800
+11,400
+154% +$391K 0.19% 89
2014
Q3 		$247K Sell
7,400
-2,000
-21% -$67.6K 0.07% 191
2014
Q2 		$314K Buy
9,400
+2,200
+31% +$71.4K 0.11% 123
2014
Q1 		$233K Buy
+7,200
New +$235K 0.14% 89

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
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