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

MBM Wealth Consultants’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	-34	Closed	-$3K	–	317
2022 Q1	$3K	Hold	34	–	–	﹤0.01%	275
2021 Q4	$3K	Hold	34	–	–	﹤0.01%	264
2021 Q3	$3K	Hold	34	–	–	﹤0.01%	262
2021 Q2	$3K	Hold	34	–	–	﹤0.01%	246
2021 Q1	$3K	Hold	34	–	–	﹤0.01%	233
2020 Q4	$3K	Hold	34	–	–	﹤0.01%	210
2020 Q3	$2K	Hold	34	–	–	﹤0.01%	210
2020 Q2	$2K	Hold	34	–	–	﹤0.01%	199
2020 Q1	$2K	Hold	34	–	–	﹤0.01%	188
2019 Q4	$2K	Hold	34	–	–	﹤0.01%	202
2019 Q3	$2K	Hold	34	–	–	﹤0.01%	198
2019 Q2	$2K	Hold	34	–	–	﹤0.01%	209
2019 Q1	$2K	Hold	34	–	–	﹤0.01%	202
2018 Q4	$2K	Buy	+34	New	+$1.8K	﹤0.01%	219

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

MBM Wealth Consultants's XLY Position: Q2 2022 in Review

MBM Wealth Consultants sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2022, closing a stake of 34 shares — an estimated $3K sold.

MBM Wealth Consultants first reported a position in XLY in Q4 2018 and held it in 14 quarters. The position peaked at $3K in Q1 2022. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

MBM Wealth Consultants reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
MBM Wealth Consultants sold 34 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $3K.
MBM Wealth Consultants first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and held it in 14 quarters.
MBM Wealth Consultants's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3K in Q1 2022.
943 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2022.

Based on MBM Wealth Consultants's 13F filing for Q2 2022, filed 15 Aug 2022.