Vaughan Nelson Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Vaughan Nelson Investment Management’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
2021 Q4	–	Sell	-286	Closed	-$26K	–	267
2021 Q3	$26K	Buy	+286	New	+$26K	﹤0.01%	249

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Vaughan Nelson Investment Management's XLY Position: Q4 2021 in Review

Vaughan Nelson Investment Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2021, closing a stake of 286 shares — an estimated $26K sold.

Vaughan Nelson Investment Management first reported a position in XLY in Q3 2021 and held it in 1 quarter. The position peaked at $26K in Q3 2021. 1,115 funds tracked by Wall St. Rank hold XLY as of Q4 2021.

Vaughan Nelson Investment Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Vaughan Nelson Investment Management sold 286 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2021, an estimated $26K.
Vaughan Nelson Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
Vaughan Nelson Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $26K in Q3 2021.
1,115 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2021.

Based on Vaughan Nelson Investment Management's 13F filing for Q4 2021, filed 13 Jan 2022.