Alaska Wealth Advisors’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
2024
Q1
Sell
-1,124
Closed -$100K 141
2023
Q4
$100K Hold
1,124
0.02% 79
2023
Q3
$90.5K Hold
1,124
0.01% 75
2023
Q2
$95.4K Hold
1,124
0.02% 78
2023
Q1
$84K Buy
+1,124
New +$80.6K 0.01% 72

Other funds holding XLY

Alaska Wealth Advisors's XLY Position: Q1 2024 in Review

Alaska Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 1,124 shares — an estimated $100K sold.

Alaska Wealth Advisors first reported a position in XLY in Q1 2023 and held it in 4 quarters. The position peaked at $100K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

  • Alaska Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Alaska Wealth Advisors sold 1,124 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $100K.
  • Alaska Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and held it in 4 quarters.
  • Alaska Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $100K in Q4 2023.
  • 1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on Alaska Wealth Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.