TCI Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

TCI Wealth 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
2023 Q1	–	Sell	-48	Closed	-$3.1K	–	2654
2022 Q4	$3.1K	Buy	+48	New	+$3.35K	﹤0.01%	1845
2021 Q4	–	Sell	-220	Closed	-$20K	–	2548
2021 Q3	$20K	Buy	+220	New	+$20K	﹤0.01%	702
2020 Q2	–	Sell	-56	Closed	-$3K	–	1692
2020 Q1	$3K	Sell	56 -204	-78%	-$12K	﹤0.01%	939
2019 Q4	$16K	Buy	260 +56	+27%	+$3.41K	0.01%	612
2019 Q3	$12K	Sell	204 -70	-26%	-$4.22K	0.01%	605
2019 Q2	$16K	Buy	274 +246	+879%	+$14.4K	0.01%	524
2019 Q1	$2K	Buy	28 +24	+600%	+$1.3K	﹤0.01%	1101
2018 Q4	$0	Hold	4	–	–	﹤0.01%	1685
2018 Q3	$0	Hold	4	–	–	﹤0.01%	1605
2018 Q2	$0	Buy	+4	New	+$211	﹤0.01%	1618
2015 Q1	–	Sell	-404	Closed	-$15K	–	966
2014 Q4	$15K	Hold	404	–	–	0.01%	391
2014 Q3	$13K	Hold	404	–	–	0.01%	406
2014 Q2	$13K	Buy	+404	New	+$13.1K	0.01%	425

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TCI Wealth Advisors's XLY Position: Q1 2023 in Review

TCI Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2023, closing a stake of 48 shares — an estimated $3.1K sold.

TCI Wealth Advisors first reported a position in XLY in Q2 2014 and held it in 13 quarters. The position peaked at $20K in Q3 2021. 966 funds tracked by Wall St. Rank hold XLY as of Q1 2023.

TCI Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 48 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2023, an estimated $3.1K.
TCI Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2014 and held it in 13 quarters.
TCI Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $20K in Q3 2021.
966 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.