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

Outlook Wealth Advisors’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	-2,542	Closed	-$235K	–	208
2022 Q1	$235K	Hold	2,542	–	–	0.08%	180
2021 Q4	$260K	Sell	2,542 -22	-0.9%	-$2.19K	0.08%	180
2021 Q3	$230K	Sell	2,564 -12	-0.5%	-$1.09K	0.08%	195
2021 Q2	$230K	Buy	+2,576	New	+$224K	0.07%	194
2021 Q1	–	Sell	-3,010	Closed	-$242K	–	203
2020 Q4	$242K	Buy	+3,010	New	+$232K	0.09%	171
2019 Q4	–	Sell	-3,690	Closed	-$223K	–	170
2019 Q3	$223K	Sell	3,690 -1,874	-34%	-$113K	0.13%	149
2019 Q2	$332K	Buy	5,564 +1,652	+42%	+$96.7K	0.22%	117
2019 Q1	$223K	Sell	3,912 -32,248	-89%	-$1.75M	0.18%	133
2018 Q4	$1.79M	Buy	+36,160	New	+$1.91M	0.82%	25

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

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

Outlook Wealth Advisors's XLY Position: Q2 2022 in Review

Outlook Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2022, closing a stake of 2,542 shares — an estimated $235K sold.

Outlook Wealth Advisors first reported a position in XLY in Q4 2018 and held it in 9 quarters. The position peaked at $1.79M in Q4 2018. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

Outlook Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 2,542 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $235K.
Outlook Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and held it in 9 quarters.
Outlook Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.79M in Q4 2018.
943 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2022.

Based on Outlook Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.