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

B. Riley 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	$1.57K	Sell	22,848 -7,938	-26%	-$625K	﹤0.01%	248
2022 Q1	$2.85M	Sell	30,786 -3,284	-10%	-$301K	0.22%	102
2021 Q4	$3.48M	Buy	34,070 +2,032	+6%	+$202K	0.24%	96
2021 Q3	$2.88M	Sell	32,038 -1,516	-5%	-$138K	0.22%	101
2021 Q2	$3M	Buy	33,554 +310	+0.9%	+$27K	0.33%	77
2021 Q1	$2.79M	Sell	33,244 -2,814	-8%	-$234K	0.33%	80
2020 Q4	$2.9M	Sell	36,058 -188	-0.5%	-$14.5K	0.37%	72
2020 Q3	$2.66M	Sell	36,246 -5,964	-14%	-$422K	0.31%	75
2020 Q2	$2.65M	Buy	42,210 +2,904	+7%	+$171K	0.29%	87
2020 Q1	$1.93M	Buy	39,306 +31,580	+409%	+$1.86M	0.2%	113
2019 Q4	$485K	Sell	7,726 -1,204	-13%	-$73.3K	0.07%	215
2019 Q3	$539K	Sell	8,930 -4,868	-35%	-$293K	0.09%	194
2019 Q2	$822	Sell	13,798 -4,630	-25%	-$271K	0.13%	157
2019 Q1	$732K	Buy	18,428 +5,086	+38%	+$276K	0.13%	164
2018 Q4	$660K	Buy	13,342 +3,440	+35%	+$182K	0.14%	159
2018 Q3	$580K	Buy	+9,902	New	+$564K	0.14%	137
2016 Q1	$651K	Sell	16,478 -2,940	-15%	-$110K	0.97%	30
2015 Q4	$758K	Buy	19,418 +6,312	+48%	+$250K	0.97%	27
2015 Q3	$486K	Hold	13,106	–	–	0.69%	40
2015 Q2	$501K	Buy	13,106 +5,700	+77%	+$218K	0.4%	51
2015 Q1	$279K	Buy	7,406 +4,448	+150%	+$163K	0.21%	136
2014 Q4	$106K	Buy	2,958 +1,354	+84%	+$46.4K	0.09%	260
2014 Q3	$53K	Sell	1,604 -3,408	-68%	-$115K	0.04%	403
2014 Q2	$167K	Sell	5,012 -12,062	-71%	-$391K	0.11%	253
2014 Q1	$553K	Buy	+17,074	New	+$557K	0.41%	44

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

B. Riley Wealth Management's XLY Position: Q2 2022 in Review

B. Riley Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 26% in Q2 2022, selling an estimated $625K and leaving 22,848 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

B. Riley Wealth Management first reported a position in XLY in Q1 2014 and has held it in 25 quarters since. The position peaked at $3.48M in Q4 2021. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

B. Riley Wealth Management held 22,848 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.57K as of Q2 2022.
B. Riley Wealth Management sold 7,938 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $625K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #248 holding.
B. Riley Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2014 and has held it in 25 quarters since.
B. Riley Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.48M in Q4 2021.
943 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.