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

Intercontinental 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
2023 Q2	$267K	Sell	3,148 -42	-1%	-$3.22K	0.06%	274
2023 Q1	$239K	Sell	3,190 -874	-22%	-$62.7K	0.06%	286
2022 Q4	$262K	Buy	4,064 +842	+26%	+$58.7K	0.08%	243
2022 Q3	$229K	Sell	3,222 -18	-0.6%	-$1.41K	0.07%	248
2022 Q2	$223K	Hold	3,240	–	–	0.06%	264
2022 Q1	$300K	Sell	3,240 -92	-3%	-$8.43K	0.07%	243
2021 Q4	$341K	Buy	3,332 +332	+11%	+$33.1K	0.07%	226
2021 Q3	$269K	Hold	3,000	–	–	0.06%	241
2021 Q2	$268K	Hold	3,000	–	–	0.05%	247
2021 Q1	$252K	Hold	3,000	–	–	0.05%	237
2020 Q4	$241K	Hold	3,000	–	–	0.06%	223
2020 Q3	$220K	Buy	+3,000	New	+$212K	0.06%	182
2020 Q1	–	Sell	-3,000	Closed	-$194K	–	315
2019 Q4	$194K	Hold	3,000	–	–	0.16%	112
2019 Q3	$181K	Hold	3,000	–	–	0.11%	132
2019 Q2	$179K	Hold	3,000	–	–	0.09%	128
2019 Q1	$171K	Hold	3,000	–	–	0.08%	135
2018 Q4	$149K	Buy	+3,000	New	+$159K	0.08%	140
2018 Q1	–	Sell	-11,300	Closed	-$558K	–	151
2017 Q4	$558K	Hold	11,300	–	–	0.31%	52
2017 Q3	$509K	Sell	11,300 -880	-7%	-$39.6K	0.31%	53
2017 Q2	$546K	Hold	12,180	–	–	0.35%	54
2017 Q1	$536K	Hold	12,180	–	–	0.32%	63
2016 Q4	$496K	Buy	+12,180	New	+$492K	0.32%	61

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

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

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

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Intercontinental Wealth Advisors's XLY Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.3% in Q2 2023, selling an estimated $3.22K and leaving 3,148 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #274.

Intercontinental Wealth Advisors first reported a position in XLY in Q4 2016 and has held it in 22 quarters since. The position peaked at $558K in Q4 2017. 1,032 funds tracked by Wall St. Rank hold XLY as of Q2 2023.

Intercontinental Wealth Advisors held 3,148 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $267K as of Q2 2023.
Intercontinental Wealth Advisors sold 42 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2023, an estimated $3.22K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #274 holding.
Intercontinental Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and has held it in 22 quarters since.
Intercontinental Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $558K in Q4 2017.
1,032 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.