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

Frontier 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	–	Sell	-3,588	Closed	-$317K	–	428
2022 Q1	$317K	Buy	3,588 +6	+0.2%	+$550	﹤0.01%	302
2021 Q4	$366K	Buy	3,582 +4	+0.1%	+$398	0.02%	303
2021 Q3	$321K	Buy	3,578 +6	+0.2%	+$545	0.02%	319
2021 Q2	$319K	Buy	+3,572	New	+$311K	0.02%	323

Other funds holding XLY

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

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

RJA

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

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

Frontier Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2022, closing a stake of 3,588 shares — an estimated $317K sold.

Frontier Wealth Management first reported a position in XLY in Q2 2021 and held it in 4 quarters. The position peaked at $366K in Q4 2021. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

Frontier Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Frontier Wealth Management sold 3,588 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $317K.
Frontier Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and held it in 4 quarters.
Frontier Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $366K 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 Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.