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

Total Clarity 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	-11,884	Closed	-$1.09M	–	294
2024 Q1	$1.09M	Buy	11,884 +190	+2%	+$16.9K	0.38%	76
2023 Q4	$1.05M	Buy	11,694 +554	+5%	+$45.9K	0.43%	71
2023 Q3	$897K	Buy	11,140 +800	+8%	+$67.6K	0.43%	66
2023 Q2	$878K	Buy	+10,340	New	+$792K	0.44%	67
2022 Q3	–	Sell	-50	Closed	-$3K	–	993
2022 Q2	$3K	Buy	+50	New	+$3.94K	﹤0.01%	909
2022 Q1	–	Sell	-1,278	Closed	-$131K	–	934
2021 Q4	$131K	Sell	1,278 -900	-41%	-$89.6K	0.06%	277
2021 Q3	$195K	Buy	+2,178	New	+$198K	0.09%	211
2021 Q2	–	Sell	-4,766	Closed	-$401K	–	764
2021 Q1	$401K	Sell	4,766 -2,140	-31%	-$178K	0.23%	106
2020 Q4	$555K	Sell	6,906 -200	-3%	-$15.4K	0.39%	75
2020 Q3	$522K	Buy	7,106 +768	+12%	+$54.4K	0.46%	59
2020 Q2	$405K	Buy	+6,338	New	+$374K	0.37%	75
2020 Q1	–	Sell	-398	Closed	-$25K	–	642
2019 Q4	$25K	Buy	+398	New	+$24.2K	0.02%	365

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

Total Clarity Wealth Management's XLY Position: Q2 2024 in Review

Total Clarity Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2024, closing a stake of 11,884 shares — an estimated $1.09M sold.

Total Clarity Wealth Management first reported a position in XLY in Q4 2019 and held it in 12 quarters. The position peaked at $1.09M in Q1 2024. 1,116 funds tracked by Wall St. Rank hold XLY as of Q2 2024.

Total Clarity Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 11,884 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2024, an estimated $1.09M.
Total Clarity Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 12 quarters.
Total Clarity Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.09M in Q1 2024.
1,116 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2024.

Based on Total Clarity Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.