IBEX Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

IBEX Wealth Advisors’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 Q3	–	Sell	-2,934	Closed	-$202K	–	169
2022 Q2	$202K	Sell	2,934 -270	-8%	-$21.3K	0.05%	145
2022 Q1	$296K	Sell	3,204 -302	-9%	-$27.7K	0.06%	138
2021 Q4	$358K	Sell	3,506 -20	-0.6%	-$1.99K	0.06%	143
2021 Q3	$316K	Buy	3,526 +58	+2%	+$5.27K	0.06%	146
2021 Q2	$310K	Buy	+3,468	New	+$302K	0.06%	139
2019 Q3	–	Sell	-4,224	Closed	-$251K	–	405
2019 Q2	$251K	Buy	+4,224	New	+$247K	0.07%	125
2017 Q4	–	Sell	-6,348	Closed	-$290K	–	146
2017 Q3	$290K	Buy	6,348 +244	+4%	+$11K	0.11%	112
2017 Q2	$272K	Buy	+6,104	New	+$273K	0.11%	113
2017 Q1	–	Sell	-5,278	Closed	-$221K	–	403
2016 Q4	$221K	Buy	5,278 +226	+4%	+$9.13K	0.11%	109
2016 Q3	$203K	Buy	+5,052	New	+$204K	0.11%	109

Other funds holding XLY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

RJA

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

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

IBEX Wealth Advisors's XLY Position: Q3 2022 in Review

IBEX Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2022, closing a stake of 2,934 shares — an estimated $202K sold.

IBEX Wealth Advisors first reported a position in XLY in Q3 2016 and held it in 10 quarters. The position peaked at $358K in Q4 2021. 946 funds tracked by Wall St. Rank hold XLY as of Q3 2022.

IBEX Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 2,934 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2022, an estimated $202K.
IBEX Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2016 and held it in 10 quarters.
IBEX Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $358K in Q4 2021.
946 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2022.

Based on IBEX Wealth Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.