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

Wipfli 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
2022
Q3 		$312K Buy
+4,382
New +$343K 0.02% 319

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wipfli Financial Advisors's XLY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2022: 4,382 shares worth $312K. The stake represents 0.02% of the portfolio and ranks #319 among its holdings.

946 funds tracked by Wall St. Rank hold XLY as of Q3 2022.

  • Wipfli Financial Advisors held 4,382 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $312K as of Q3 2022.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #319 holding.
  • 946 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.