Alta 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
Q2
Sell
-3,006
Closed -$276K 134
2024
Q1
$276K Buy
3,006
+244
+9% +$21.7K 0.14% 109
2023
Q4
$247K Buy
+2,762
New +$229K 0.14% 114

Other funds holding XLY

Alta Wealth Advisors's XLY Position: Q2 2024 in Review

Alta Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2024, closing a stake of 3,006 shares — an estimated $276K sold.

Alta Wealth Advisors first reported a position in XLY in Q4 2023 and held it in 2 quarters. The position peaked at $276K in Q1 2024. 1,116 funds tracked by Wall St. Rank hold XLY as of Q2 2024.

  • Alta Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Alta Wealth Advisors sold 3,006 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2024, an estimated $276K.
  • Alta Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • Alta Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $276K in Q1 2024.
  • 1,116 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2024.

Based on Alta Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.