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

Truepoint Inc’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	-4,452	Closed	-$288K	–	165
2022 Q4	$288K	Hold	4,452	–	–	0.01%	128
2022 Q3	$317K	Buy	+4,452	New	+$348K	0.02%	119

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

RJA

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

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

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

Truepoint Inc's XLY Position: Q1 2023 in Review

Truepoint Inc sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2023, closing a stake of 4,452 shares — an estimated $288K sold.

Truepoint Inc first reported a position in XLY in Q3 2022 and held it in 2 quarters. The position peaked at $317K in Q3 2022. 967 funds tracked by Wall St. Rank hold XLY as of Q1 2023.

Truepoint Inc reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Truepoint Inc sold 4,452 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2023, an estimated $288K.
Truepoint Inc first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2022 and held it in 2 quarters.
Truepoint Inc's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $317K in Q3 2022.
967 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2023.

Based on Truepoint Inc's 13F filing for Q1 2023, filed 8 May 2023.