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

WealthPLAN Partners’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 		– Sell
-12
Closed -$1.02K – 1197
2023
Q2 		$1.02K Hold
12
– – ﹤0.01% 1137
2023
Q1 		$897 Buy
+12
New +$860 ﹤0.01% 1211
2016
Q3 		$89.3K Sell
2,240
-316
-12% -$12.7K 0.03% 244
2016
Q2 		$95.2K Buy
+2,556
New +$101K 0.01% 627
2015
Q4 		$118K Buy
+3,328
New +$132K 0.02% 376
2015
Q2 		– Sell
-1,246
Closed -$47K – 519
2015
Q1 		$47K Buy
+1,246
New +$45.8K 0.02% 248

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return