TRUADVICE’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

TRUADVICE’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 Q3	$496K	Buy	+6,144	New	+$519K	0.19%	129

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

RJA

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

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

TRUADVICE's XLY Position: Q3 2023 in Review

TRUADVICE opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2023: 6,144 shares worth $496K. The stake represents 0.19% of the portfolio and ranks #129 among its holdings.

1,043 funds tracked by Wall St. Rank hold XLY as of Q3 2023.

TRUADVICE held 6,144 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $496K as of Q3 2023.
State Street Consumer Discretionary Select Sector SPDR ETF was a new TRUADVICE position in Q3 2023.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.19% of TRUADVICE's portfolio in Q3 2023, its #129 holding.
1,043 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.