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

Liberty 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
2021 Q4	–	Sell	-1,326	Closed	-$119K	–	1127
2021 Q3	$119K	Buy	1,326 +50	+4%	+$4.54K	0.04%	257
2021 Q2	$66K	Buy	1,276 +916	+254%	+$79.8K	0.03%	275
2021 Q1	$29K	Hold	360	–	–	0.01%	394
2020 Q4	$29K	Hold	360	–	–	0.01%	391
2020 Q3	$26K	Hold	360	–	–	0.02%	361
2020 Q2	$23K	Hold	360	–	–	0.02%	361
2020 Q1	$18K	Hold	360	–	–	0.02%	379
2019 Q4	$22K	Hold	360	–	–	0.02%	405
2019 Q3	$22K	Sell	360 -178	-33%	-$10.7K	0.02%	387
2019 Q2	$32K	Buy	538 +178	+49%	+$10.4K	0.03%	328
2019 Q1	$20K	Hold	360	–	–	0.02%	350
2018 Q4	$17K	Buy	+360	New	+$19K	0.01%	357

Other funds holding XLY

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Liberty Wealth Management's XLY Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2021, closing a stake of 1,326 shares — an estimated $119K sold.

Liberty Wealth Management first reported a position in XLY in Q4 2018 and held it in 12 quarters. The position peaked at $119K in Q3 2021. 1,114 funds tracked by Wall St. Rank hold XLY as of Q4 2021.

Liberty Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,326 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2021, an estimated $119K.
Liberty Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $119K in Q3 2021.
1,114 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.