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

Titus 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
2022 Q2	$771K	Hold	11,210	–	–	0.39%	44
2022 Q1	$1.04M	Hold	11,210	–	–	0.47%	36
2021 Q4	$1.15M	Hold	11,210	–	–	0.52%	36
2021 Q3	$1.01M	Sell	11,210 -900	-7%	-$81.8K	0.53%	32
2021 Q2	$1.08M	Buy	12,110 +900	+8%	+$78.4K	0.59%	30
2021 Q1	$942K	Sell	11,210 -50	-0.4%	-$4.16K	0.55%	31
2020 Q4	$905K	Buy	11,260 +20	+0.2%	+$1.54K	0.56%	32
2020 Q3	$826K	Sell	11,240 -760	-6%	-$53.8K	0.59%	32
2020 Q2	$766K	Sell	12,000 -150	-1%	-$8.84K	0.6%	36
2020 Q1	$596K	Hold	12,150	–	–	0.56%	39
2019 Q4	$762K	Hold	12,150	–	–	0.76%	34
2019 Q3	$733K	Buy	+12,150	New	+$732K	0.67%	33

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

Titus Wealth Management's XLY Position: Q2 2022 in Review

Titus Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2022 at 11,210 shares worth $771K. The position accounts for 0.39% of the portfolio, ranked #44.

Titus Wealth Management first reported a position in XLY in Q3 2019 and has held it in 12 quarters since. The position peaked at $1.15M in Q4 2021. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

Titus Wealth Management held 11,210 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $771K as of Q2 2022.
Titus Wealth Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2022.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.39% of Titus Wealth Management's portfolio in Q2 2022, its #44 holding.
Titus Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2019 and has held it in 12 quarters since.
Titus Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.15M in Q4 2021.
943 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.