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

Linscomb Wealth’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	–	Sell	-4,674	Closed	-$349K	–	292
2023 Q1	$349K	Sell	4,674 -284	-6%	-$20.4K	0.02%	239
2022 Q4	$320K	Buy	4,958 +390	+9%	+$27.2K	0.02%	270
2022 Q3	$325K	Hold	4,568	–	–	0.02%	230
2022 Q2	$314K	Sell	4,568 -1,184	-21%	-$93.3K	0.02%	242
2022 Q1	$532K	Sell	5,752 -24	-0.4%	-$2.2K	0.03%	231
2021 Q4	$590K	Sell	5,776 -378	-6%	-$37.6K	0.03%	216
2021 Q3	$552K	Buy	6,154 +1,184	+24%	+$108K	0.03%	215
2021 Q2	$444K	Sell	4,970 -328	-6%	-$28.6K	0.02%	232
2021 Q1	$445K	Sell	5,298 -730	-12%	-$60.7K	0.02%	223
2020 Q4	$485K	Sell	6,028 -370	-6%	-$28.5K	0.03%	205
2020 Q3	$470K	Sell	6,398 -70	-1%	-$4.95K	0.03%	197
2020 Q2	$413K	Buy	6,468 +1,824	+39%	+$108K	0.03%	211
2020 Q1	$228K	Buy	4,644 +348	+8%	+$20.5K	0.02%	357
2019 Q4	$269K	Hold	4,296	–	–	0.02%	371
2019 Q3	$259K	Hold	4,296	–	–	0.02%	236
2019 Q2	$256K	Sell	4,296 -240	-5%	-$14K	0.02%	235
2019 Q1	$258K	Sell	4,536 -2,326	-34%	-$126K	0.02%	230
2018 Q4	$340K	Buy	6,862 +1,126	+20%	+$59.5K	0.03%	203
2018 Q3	$336K	Buy	+5,736	New	+$327K	0.03%	216
2015 Q1	–	Sell	-7,036	Closed	-$254K	–	278
2014 Q4	$254K	Hold	7,036	–	–	0.03%	234
2014 Q3	$235K	Hold	7,036	–	–	0.03%	251
2014 Q2	$235K	Hold	7,036	–	–	0.02%	245
2014 Q1	$228K	Buy	+7,036	New	+$229K	0.03%	247

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

Linscomb Wealth's XLY Position: Q2 2023 in Review

Linscomb Wealth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2023, closing a stake of 4,674 shares — an estimated $349K sold.

Linscomb Wealth first reported a position in XLY in Q1 2014 and held it in 23 quarters. The position peaked at $590K in Q4 2021. 1,032 funds tracked by Wall St. Rank hold XLY as of Q2 2023.

Linscomb Wealth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Linscomb Wealth sold 4,674 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2023, an estimated $349K.
Linscomb Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2014 and held it in 23 quarters.
Linscomb Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $590K in Q4 2021.
1,032 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2023.

Based on Linscomb Wealth's 13F filing for Q2 2023, filed 9 Aug 2023.