Weaver Consulting Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Weaver Consulting 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
2020 Q4	–	Sell	-350	Closed	-$26K	–	927
2020 Q3	$26K	Buy	350 +28	+9%	+$1.98K	0.02%	370
2020 Q2	$21K	Hold	322	–	–	0.01%	386
2020 Q1	$16K	Hold	322	–	–	0.01%	365
2019 Q4	$19K	Buy	322 +122	+61%	+$7.42K	0.01%	374
2019 Q3	$12K	Hold	200	–	–	0.01%	446
2019 Q2	$12K	Hold	200	–	–	0.01%	426
2019 Q1	$12K	Buy	+200	New	+$10.8K	﹤0.01%	880

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Weaver Consulting Group's XLY Position: Q4 2020 in Review

Weaver Consulting Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2020, closing a stake of 350 shares — an estimated $26K sold.

Weaver Consulting Group first reported a position in XLY in Q1 2019 and held it in 7 quarters. The position peaked at $26K in Q3 2020. 952 funds tracked by Wall St. Rank hold XLY as of Q4 2020.

Weaver Consulting Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 350 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2020, an estimated $26K.
Weaver Consulting Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $26K in Q3 2020.
952 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.