WealthBridge Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

WealthBridge Capital 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 Q1	–	Sell	-2,898	Closed	-$296K	–	195
2021 Q4	$296K	Sell	2,898 -1,672	-37%	-$167K	0.11%	132
2021 Q3	$410K	Sell	4,570 -1,702	-27%	-$155K	0.15%	107
2021 Q2	$560K	Buy	6,272 +2,224	+55%	+$194K	0.2%	90
2021 Q1	$340K	Buy	4,048 +1,514	+60%	+$126K	0.14%	107
2020 Q4	$204K	Buy	+2,534	New	+$195K	0.09%	140
2020 Q1	–	Sell	-4,410	Closed	-$277K	–	138
2019 Q4	$277K	Buy	4,410 +40	+0.9%	+$2.43K	0.18%	97
2019 Q3	$264K	Buy	4,370 +330	+8%	+$19.9K	0.19%	94
2019 Q2	$200K	Sell	4,040 -64	-2%	-$3.75K	0.18%	99
2019 Q1	$240K	Buy	4,104 +64	+2%	+$3.47K	0.15%	96
2018 Q4	$200K	Buy	+4,040	New	+$214K	0.15%	99

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WealthBridge Capital Management's XLY Position: Q1 2022 in Review

WealthBridge Capital Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2022, closing a stake of 2,898 shares — an estimated $296K sold.

WealthBridge Capital Management first reported a position in XLY in Q4 2018 and held it in 10 quarters. The position peaked at $560K in Q2 2021. 1,031 funds tracked by Wall St. Rank hold XLY as of Q1 2022.

WealthBridge Capital Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
WealthBridge Capital Management sold 2,898 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2022, an estimated $296K.
WealthBridge Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and held it in 10 quarters.
WealthBridge Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $560K in Q2 2021.
1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2022.

Based on WealthBridge Capital Management's 13F filing for Q1 2022, filed 15 Apr 2022.