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CARY STREET PARTNERS ASSET MANAGEMENT LLC: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on XLY, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 27,628 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,628 shares
    Change vs previous 13F +399 shares

    0.06% of the 13F portfolio, value $3,240,167.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 17,508 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,120 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,229 shares
    Change vs previous 13F -741 shares

    0.07% of the 13F portfolio, value $2,967,384.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 17,188 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,041 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,970 shares
    Change vs previous 13F +18,710 shares

    0.08% of the 13F portfolio, value $3,339,937.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 17,394 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,576 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,260 shares
    Change vs previous 13F -194 shares

    0.05% of the 13F portfolio, value $2,218,978.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 8,771 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 489 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,454 shares
    Change vs previous 13F +1,863 shares

    0.05% of the 13F portfolio, value $2,054,691.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 8,887 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 567 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,591 shares
    Change vs previous 13F -43 shares

    0.04% of the 13F portfolio, value $1,498,851.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 6,815 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 776 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,634 shares
    Change vs previous 13F -604 shares

    0.05% of the 13F portfolio, value $1,712,777.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 7,105 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 529 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,238 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,650,698.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).