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

Taylor & Morgan 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
2024 Q2	–	Sell	-2,238	Closed	-$206K	–	68
2024 Q1	$206K	Hold	2,238	–	–	0.15%	65
2023 Q4	$200K	Buy	+2,238	New	+$185K	0.16%	62
2023 Q3	–	Sell	-2,438	Closed	-$207K	–	65
2023 Q2	$207K	Sell	2,438 -836	-26%	-$64K	0.17%	60
2023 Q1	$245K	Sell	3,274 -200	-6%	-$14.3K	0.21%	55
2022 Q4	$224K	Hold	3,474	–	–	0.21%	57
2022 Q3	$247K	Sell	3,474 -194	-5%	-$15.2K	0.25%	54
2022 Q2	$252K	Buy	3,668 +680	+23%	+$53.6K	0.24%	57
2022 Q1	$276K	Buy	+2,988	New	+$274K	0.23%	53

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJA

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Taylor & Morgan Wealth Management's XLY Position: Q2 2024 in Review

Taylor & Morgan Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2024, closing a stake of 2,238 shares — an estimated $206K sold.

Taylor & Morgan Wealth Management first reported a position in XLY in Q1 2022 and held it in 8 quarters. The position peaked at $276K in Q1 2022. 1,116 funds tracked by Wall St. Rank hold XLY as of Q2 2024.

Taylor & Morgan Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Taylor & Morgan Wealth Management sold 2,238 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2024, an estimated $206K.
Taylor & Morgan Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and held it in 8 quarters.
Taylor & Morgan Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $276K in Q1 2022.
1,116 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2024.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.