Trail Ridge Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Trail Ridge Investment 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
2022 Q4	–	Sell	-5,592	Closed	-$406K	–	126
2022 Q3	$406K	Buy	+5,592	New	+$438K	0.27%	91

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

Trail Ridge Investment Advisors's XLY Position: Q4 2022 in Review

Trail Ridge Investment Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2022, closing a stake of 5,592 shares — an estimated $406K sold.

Trail Ridge Investment Advisors first reported a position in XLY in Q3 2022 and held it in 1 quarter. The position peaked at $406K in Q3 2022. 962 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

Trail Ridge Investment Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Trail Ridge Investment Advisors sold 5,592 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $406K.
Trail Ridge Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2022 and held it in 1 quarter.
Trail Ridge Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $406K in Q3 2022.
962 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Trail Ridge Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.