Zeke Capital Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Zeke Capital 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 Q4	$284K	Sell	4,404 -484	-10%	-$33.7K	0.02%	348
2022 Q3	$348K	Hold	4,888	–	–	0.03%	282
2022 Q2	$336K	Hold	4,888	–	–	0.02%	293
2022 Q1	$452K	Hold	4,888	–	–	0.02%	251
2021 Q4	$500K	Buy	4,888 +968	+25%	+$96.4K	0.03%	153
2021 Q3	$352K	Hold	3,920	–	–	0.02%	192
2021 Q2	$350K	Hold	3,920	–	–	0.02%	188
2021 Q1	$329K	Sell	3,920 -1,404	-26%	-$117K	0.02%	188
2020 Q4	$428K	Hold	5,324	–	–	0.04%	141
2020 Q3	$391K	Hold	5,324	–	–	0.05%	127
2020 Q2	$340K	Buy	5,324 +412	+8%	+$24.3K	0.07%	129
2020 Q1	$241K	Buy	4,912 +992	+25%	+$58.6K	0.07%	169
2019 Q4	$246K	Hold	3,920	–	–	0.02%	489
2019 Q3	$237K	Hold	3,920	–	–	0.02%	491
2019 Q2	$234K	Buy	+3,920	New	+$229K	0.02%	517

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Zeke Capital Advisors's XLY Position: Q4 2022 in Review

Zeke Capital Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.9% in Q4 2022, selling an estimated $33.7K and leaving 4,404 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #348.

Zeke Capital Advisors first reported a position in XLY in Q2 2019 and has held it in 15 quarters since. The position peaked at $500K in Q4 2021. 962 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

Zeke Capital Advisors held 4,404 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $284K as of Q4 2022.
Zeke Capital Advisors sold 484 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $33.7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #348 holding.
Zeke Capital Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2019 and has held it in 15 quarters since.
Zeke Capital Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $500K in Q4 2021.
962 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.