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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's XLY Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2023, closing a stake of 12 shares — an estimated $1.02K sold.

WealthPLAN Partners first reported a position in XLY in Q1 2015 and held it in 6 quarters. The position peaked at $118K in Q4 2015. 1,042 funds tracked by Wall St. Rank hold XLY as of Q3 2023.

WealthPLAN Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 12 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2023, an estimated $1.02K.
WealthPLAN Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $118K in Q4 2015.
1,042 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.