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

Lumature Wealth Partners’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	$758K	Buy	8,922 +544	+6%	+$41.7K	0.45%	49
2023 Q1	$626K	Sell	8,378 -302	-3%	-$21.7K	0.35%	52
2022 Q4	$561K	Sell	8,680 -2,012	-19%	-$140K	0.31%	58
2022 Q3	$762K	Buy	10,692 +280	+3%	+$21.9K	0.41%	52
2022 Q2	$716K	Sell	10,412 -19,134	-65%	-$1.51M	0.32%	59
2022 Q1	$2.73M	Buy	29,546 +1,606	+6%	+$147K	1.1%	15
2021 Q4	$2.86M	Buy	27,940 +1,086	+4%	+$108K	1.11%	15
2021 Q3	$2.41M	Buy	26,854 +3,708	+16%	+$337K	0.98%	17
2021 Q2	$2.07M	Buy	23,146 +3,804	+20%	+$331K	0.85%	23
2021 Q1	$1.63M	Buy	19,342 +9,942	+106%	+$827K	0.85%	25
2020 Q4	$756K	Buy	+9,400	New	+$725K	0.72%	34

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $432B AUM 30.22% 1-Year Est. Return

Lumature Wealth Partners's XLY Position: Q2 2023 in Review

Lumature Wealth Partners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 6.5% in Q2 2023, buying an estimated $41.7K and bringing the position to 8,922 shares worth $758K. The position accounts for 0.45% of the portfolio, ranked #49.

Lumature Wealth Partners first reported a position in XLY in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.86M in Q4 2021. 1,032 funds tracked by Wall St. Rank hold XLY as of Q2 2023.

Lumature Wealth Partners held 8,922 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $758K as of Q2 2023.
Lumature Wealth Partners bought 544 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2023, an estimated $41.7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.45% of Lumature Wealth Partners's portfolio in Q2 2023, its #49 holding.
Lumature Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.86M 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 Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.