Altium Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Altium Wealth Management’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 Q2	$219K	Sell	3,182 -552	-15%	-$43.5K	0.02%	344
2022 Q1	$345K	Sell	3,734 -30	-0.8%	-$2.75K	0.02%	308
2021 Q4	$385K	Buy	3,764 +30	+0.8%	+$2.99K	0.02%	295
2021 Q3	$335K	Sell	3,734 -398	-10%	-$36.2K	0.02%	304
2021 Q2	$369K	Hold	4,132	–	–	0.03%	282
2021 Q1	$347K	Buy	4,132 +1,192	+41%	+$99.2K	0.03%	286
2020 Q4	$236K	Hold	2,940	–	–	0.02%	317
2020 Q3	$216K	Buy	+2,940	New	+$208K	0.02%	307
2020 Q1	–	Sell	-4,102	Closed	-$257K	–	370
2019 Q4	$257K	Hold	4,102	–	–	0.03%	236
2019 Q3	$248K	Sell	4,102 -1,118	-21%	-$67.4K	0.03%	235
2019 Q2	$311K	Sell	5,220 -26,388	-83%	-$1.54M	0.05%	212
2019 Q1	$1.8M	Sell	31,608 -1,942	-6%	-$105K	0.29%	49
2018 Q4	$1.66M	Buy	33,550 +26,680	+388%	+$1.41M	0.32%	48
2018 Q3	$403K	Hold	6,870	–	–	0.08%	179
2018 Q2	$375K	Buy	+6,870	New	+$363K	0.1%	146

Other funds holding XLY

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

RJA

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

Altium Wealth Management's XLY Position: Q2 2022 in Review

Altium Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 15% in Q2 2022, selling an estimated $43.5K and leaving 3,182 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #344.

Altium Wealth Management first reported a position in XLY in Q2 2018 and has held it in 15 quarters since. The position peaked at $1.8M in Q1 2019. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

Altium Wealth Management held 3,182 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $219K as of Q2 2022.
Altium Wealth Management sold 552 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $43.5K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #344 holding.
Altium Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and has held it in 15 quarters since.
Altium Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.8M in Q1 2019.
943 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.