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Legacy Wealth Planning’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Legacy Wealth Planning’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
-2,456
Closed -$227K – 109
2022
Q1 		$227K Buy
+2,456
New +$225K 0.27% 85

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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

Legacy Wealth Planning's XLY Position: Q2 2022 in Review

Legacy Wealth Planning sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2022, closing a stake of 2,456 shares — an estimated $227K sold.

Legacy Wealth Planning first reported a position in XLY in Q1 2022 and held it in 1 quarter. The position peaked at $227K in Q1 2022. 944 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

  • Legacy Wealth Planning reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 2,456 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $227K.
  • Legacy Wealth Planning first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and held it in 1 quarter.
  • Legacy Wealth Planning's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $227K in Q1 2022.
  • 944 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2022.

Based on Legacy Wealth Planning's 13F filing for Q2 2022, filed 26 Jul 2022.