1776 Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,830
Closed -$116K 316
2020
Q2
$116K Sell
1,830
-2,840
-61% -$167K 0.08% 134
2020
Q1
$256K Buy
4,670
+2,640
+130% +$156K 0.11% 125
2019
Q4
$127K Buy
+2,030
New +$124K 0.11% 126

Other funds holding XLY

1776 Wealth's XLY Position: Q3 2020 in Review

1776 Wealth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2020, closing a stake of 1,830 shares — an estimated $116K sold.

1776 Wealth first reported a position in XLY in Q4 2019 and held it in 3 quarters. The position peaked at $256K in Q1 2020. 815 funds tracked by Wall St. Rank hold XLY as of Q3 2020.

  • 1776 Wealth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
  • 1776 Wealth sold 1,830 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2020, an estimated $116K.
  • 1776 Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
  • 1776 Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $256K in Q1 2020.
  • 815 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.