WestHill Financial Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

WestHill Financial Advisors’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 Q4	–	Sell	-334	Closed	-$26.9K	–	122
2023 Q3	$26.9K	Sell	334 -22	-6%	-$1.86K	0.01%	92
2023 Q2	$30.2K	Buy	356 +22	+7%	+$1.68K	0.01%	87
2023 Q1	$25K	Hold	334	–	–	0.01%	90
2022 Q4	$21.6K	Hold	334	–	–	0.01%	96
2022 Q3	$24K	Hold	334	–	–	0.01%	87
2022 Q2	$23K	Hold	334	–	–	0.01%	91
2022 Q1	$31K	Hold	334	–	–	0.01%	95
2021 Q4	$34K	Hold	334	–	–	0.01%	96
2021 Q3	$30K	Buy	+334	New	+$30.3K	0.01%	82
2021 Q1	$28K	Buy	+334	New	+$27.8K	0.01%	72

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

RJA

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

WestHill Financial Advisors's XLY Position: Q4 2023 in Review

WestHill Financial Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2023, closing a stake of 334 shares — an estimated $26.9K sold.

WestHill Financial Advisors first reported a position in XLY in Q1 2021 and held it in 10 quarters. The position peaked at $34K in Q4 2021. 1,145 funds tracked by Wall St. Rank hold XLY as of Q4 2023.

WestHill Financial Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 334 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2023, an estimated $26.9K.
WestHill Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and held it in 10 quarters.
WestHill Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $34K in Q4 2021.
1,145 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.