Ulrich Consultants & Investment Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Ulrich Consultants & Investment Group’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	-82,794	Closed	-$5.9M	–	54
2022 Q3	$5.9M	Sell	82,794 -830	-1%	-$64.9K	4.55%	8
2022 Q2	$5.75M	Buy	+83,624	New	+$6.59M	3.15%	11

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

Ulrich Consultants & Investment Group's XLY Position: Q4 2022 in Review

Ulrich Consultants & Investment Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2022, closing a stake of 82,794 shares — an estimated $5.9M sold.

Ulrich Consultants & Investment Group first reported a position in XLY in Q2 2022 and held it in 2 quarters. The position peaked at $5.9M in Q3 2022. 963 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

Ulrich Consultants & Investment Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Ulrich Consultants & Investment Group sold 82,794 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $5.9M.
Ulrich Consultants & Investment Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
Ulrich Consultants & Investment Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.9M in Q3 2022.
963 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q4 2022, filed 3 Feb 2023.