Alaethes 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
2022
Q2
Sell
-2,116
Closed -$196K 300
2022
Q1
$196K Buy
2,116
+82
+4% +$7.51K 0.12% 101
2021
Q4
$208K Sell
2,034
-186
-8% -$18.5K 0.13% 95
2021
Q3
$199K Buy
2,220
+174
+9% +$15.8K 0.14% 93
2021
Q2
$183K Buy
+2,046
New +$178K 0.14% 91

Other funds holding XLY

Alaethes Wealth's XLY Position: Q2 2022 in Review

Alaethes Wealth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2022, closing a stake of 2,116 shares — an estimated $196K sold.

Alaethes Wealth first reported a position in XLY in Q2 2021 and held it in 4 quarters. The position peaked at $208K in Q4 2021. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

  • Alaethes Wealth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Alaethes Wealth sold 2,116 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $196K.
  • Alaethes Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and held it in 4 quarters.
  • Alaethes Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $208K 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 Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.