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

Loveless 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
2022 Q2	$2.24M	Buy	32,572 +222	+0.7%	+$17.5K	1.47%	19
2022 Q1	$2.99M	Buy	32,350 +208	+0.6%	+$19.1K	1.69%	13
2021 Q4	$3.29M	Buy	32,142 +1,640	+5%	+$163K	1.8%	12
2021 Q3	$2.74M	Buy	30,502 +1,224	+4%	+$111K	1.67%	13
2021 Q2	$2.61M	Buy	29,278 +1,676	+6%	+$146K	1.59%	16
2021 Q1	$2.32M	Buy	27,602 +1,698	+7%	+$141K	1.53%	19
2020 Q4	$2.08M	Buy	25,904 +2,350	+10%	+$181K	1.54%	21
2020 Q3	$1.73M	Buy	23,554 +3,776	+19%	+$267K	1.46%	24
2020 Q2	$1.26M	Buy	19,778 +1,570	+9%	+$92.6K	1.18%	30
2020 Q1	$893K	Buy	18,208 +1,170	+7%	+$69.1K	1.05%	35
2019 Q4	$1.07M	Buy	+17,038	New	+$1.04M	0.92%	37

Other funds holding XLY

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

Loveless Wealth Management's XLY Position: Q2 2022 in Review

Loveless Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.69% in Q2 2022, buying an estimated $17.5K and bringing the position to 32,572 shares worth $2.24M. The position accounts for 1.47% of the portfolio, ranked #19.

Loveless Wealth Management first reported a position in XLY in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.29M in Q4 2021. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

Loveless Wealth Management held 32,572 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.24M as of Q2 2022.
Loveless Wealth Management bought 222 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $17.5K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 1.47% of Loveless Wealth Management's portfolio in Q2 2022, its #19 holding.
Loveless Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.29M in Q4 2021.
943 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.