TrueWealth LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

TrueWealth LLC’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
2020 Q2	$58K	Hold	912	–	–	0.02%	265
2020 Q1	$45K	Hold	912	–	–	0.02%	270
2019 Q4	$57K	Hold	912	–	–	0.02%	263
2019 Q3	$55K	Hold	912	–	–	0.02%	252
2019 Q2	$54K	Sell	912 -1,052	-54%	-$61.6K	0.02%	260
2019 Q1	$112K	Buy	1,964 +1,458	+288%	+$79.1K	0.05%	187
2018 Q4	$25K	Hold	506	–	–	0.01%	334
2018 Q3	$30K	Hold	506	–	–	0.01%	339
2018 Q2	$28K	Hold	506	–	–	0.01%	340
2018 Q1	$26K	Buy	+506	New	+$26.4K	0.01%	327

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

TrueWealth LLC's XLY Position: Q2 2020 in Review

TrueWealth LLC held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2020 at 912 shares worth $58K. The position accounts for 0.02% of the portfolio, ranked #265.

TrueWealth LLC first reported a position in XLY in Q1 2018 and has held it in 10 quarters since. The position peaked at $112K in Q1 2019. 776 funds tracked by Wall St. Rank hold XLY as of Q2 2020.

TrueWealth LLC held 912 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $58K as of Q2 2020.
TrueWealth LLC left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2020.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of TrueWealth LLC's portfolio in Q2 2020, its #265 holding.
TrueWealth LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and has held it in 10 quarters since.
TrueWealth LLC's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $112K in Q1 2019.
776 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.