Engrave Wealth Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Engrave Wealth Partners’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
2021 Q2	–	Sell	-78,136	Closed	-$6.57M	–	86
2021 Q1	$6.57M	Buy	78,136 +27,200	+53%	+$2.26M	2.64%	13
2020 Q4	$4.28M	Buy	50,936 +2,660	+6%	+$205K	3.52%	10
2020 Q3	$3.56M	Buy	48,276 +2,244	+5%	+$159K	3.45%	10
2020 Q2	$2.94M	Buy	46,032 +5,324	+13%	+$314K	2.62%	11
2020 Q1	$2M	Buy	40,708 +172	+0.4%	+$10.2K	2.35%	12
2019 Q4	$2.54M	Buy	+40,536	New	+$2.47M	2.44%	12

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Engrave Wealth Partners's XLY Position: Q2 2021 in Review

Engrave Wealth Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2021, closing a stake of 78,136 shares — an estimated $6.57M sold.

Engrave Wealth Partners first reported a position in XLY in Q4 2019 and held it in 6 quarters. The position peaked at $6.57M in Q1 2021. 955 funds tracked by Wall St. Rank hold XLY as of Q2 2021.

Engrave Wealth Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Engrave Wealth Partners sold 78,136 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2021, an estimated $6.57M.
Engrave Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 6 quarters.
Engrave Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.57M in Q1 2021.
955 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2021.

Based on Engrave Wealth Partners's 13F filing for Q2 2021, filed 15 Jul 2021.