SVA Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

SVA Wealth 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
2020 Q4	$2.14M	Sell	26,658 -2,158	-7%	-$166K	0.19%	93
2020 Q3	$2.12M	Sell	28,816 -1,156	-4%	-$81.8K	0.21%	91
2020 Q2	$1.91M	Sell	29,972 -1,940	-6%	-$114K	0.2%	92
2020 Q1	$1.56M	Sell	31,912 -51,388	-62%	-$3.03M	0.18%	94
2019 Q4	$5.22M	Sell	83,300 -1,516	-2%	-$92.2K	0.48%	44
2019 Q3	$5.12M	Sell	84,816 -6,848	-7%	-$413K	0.5%	43
2019 Q2	$5.46M	Buy	91,664 +160	+0.2%	+$9.36K	0.54%	40
2019 Q1	$5.21M	Sell	91,504 -9,660	-10%	-$524K	0.5%	49
2018 Q4	$5.01M	Sell	101,164 -12,130	-11%	-$641K	0.56%	46
2018 Q3	$6.64M	Sell	113,294 -28,864	-20%	-$1.64M	0.67%	41
2018 Q2	$7.77M	Buy	142,158 +10,690	+8%	+$565K	0.84%	28
2018 Q1	$5.92M	Sell	131,468 -206	-0.2%	-$10.7K	0.73%	39
2017 Q4	$6.5M	Buy	131,674 +206	+0.2%	+$9.69K	0.76%	37
2017 Q3	$5.92M	Sell	131,468 -330	-0.3%	-$14.8K	0.73%	39
2017 Q2	$5.91M	Buy	131,798 +8,492	+7%	+$380K	0.77%	38
2017 Q1	$5.42M	Buy	123,306 +42,930	+53%	+$1.84M	0.74%	39
2016 Q4	$3.27M	Buy	80,376 +1,308	+2%	+$52.8K	0.49%	65
2016 Q3	$3.16M	Buy	79,068 +10,546	+15%	+$425K	0.49%	63
2016 Q2	$2.67M	Buy	68,522 +31,680	+86%	+$1.25M	0.43%	70
2016 Q1	$1.46M	Buy	36,842 +23,296	+172%	+$868K	0.24%	93
2015 Q4	$529K	Sell	13,546 -1,144	-8%	-$45.4K	0.09%	147
2015 Q3	$545K	Sell	14,690 -1,784	-11%	-$68.5K	0.1%	143
2015 Q2	$630K	Buy	16,474 +738	+5%	+$28.2K	0.12%	144
2015 Q1	$593K	Buy	+15,736	New	+$578K	0.11%	149

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

SVA Wealth Management's XLY Position: Q4 2020 in Review

SVA Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 7.5% in Q4 2020, selling an estimated $166K and leaving 26,658 shares worth $2.14M. The position accounts for 0.19% of the portfolio, ranked #93.

SVA Wealth Management first reported a position in XLY in Q1 2015 and has held it in 24 quarters since. The position peaked at $7.77M in Q2 2018. 952 funds tracked by Wall St. Rank hold XLY as of Q4 2020.

SVA Wealth Management held 26,658 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.14M as of Q4 2020.
SVA Wealth Management sold 2,158 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2020, an estimated $166K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.19% of SVA Wealth Management's portfolio in Q4 2020, its #93 holding.
SVA Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and has held it in 24 quarters since.
SVA Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7.77M in Q2 2018.
952 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.