Pacific Wealth Strategies Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Pacific Wealth Strategies Group’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	-5,942	Closed	-$550K	–	76
2022 Q1	$550K	Sell	5,942 -82	-1%	-$7.51K	0.23%	55
2021 Q4	$616K	Sell	6,024 -36	-0.6%	-$3.59K	0.21%	63
2021 Q3	$544K	Sell	6,060 -22	-0.4%	-$2K	0.2%	68
2021 Q2	$543K	Hold	6,082	–	–	0.21%	69
2021 Q1	$511K	Sell	6,082 -1,998	-25%	-$166K	0.21%	68
2020 Q4	$682K	Hold	8,080	–	–	0.29%	60
2020 Q3	$594K	Sell	8,080 -9,910	-55%	-$701K	0.31%	57
2020 Q2	$1.15M	Buy	17,990 +96	+0.5%	+$5.66K	0.64%	46
2020 Q1	$878K	Buy	17,894 +8,232	+85%	+$486K	0.6%	49
2019 Q4	$606K	Buy	9,662 +694	+8%	+$42.2K	0.33%	66
2019 Q3	$541K	Buy	8,968 +2,850	+47%	+$172K	0.33%	69
2019 Q2	$365K	Hold	6,118	–	–	0.23%	73
2019 Q1	$348K	Buy	6,118 +438	+8%	+$23.7K	0.22%	73
2018 Q4	$281K	Buy	+5,680	New	+$300K	0.2%	74

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

Pacific Wealth Strategies Group's XLY Position: Q2 2022 in Review

Pacific Wealth Strategies Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2022, closing a stake of 5,942 shares — an estimated $550K sold.

Pacific Wealth Strategies Group first reported a position in XLY in Q4 2018 and held it in 14 quarters. The position peaked at $1.15M in Q2 2020. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

Pacific Wealth Strategies Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Pacific Wealth Strategies Group sold 5,942 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $550K.
Pacific Wealth Strategies Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and held it in 14 quarters.
Pacific Wealth Strategies Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.15M in Q2 2020.
943 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2022.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2022, filed 19 Jul 2022.