Altus Wealth Group’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
2021
Q2
Sell
-732
Closed -$64K 172
2021
Q1
$64K Hold
732
0.06% 120
2020
Q4
$59K Buy
+732
New +$56.4K 0.06% 194

Other funds holding XLY

Altus Wealth Group's XLY Position: Q2 2021 in Review

Altus Wealth Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2021, closing a stake of 732 shares — an estimated $64K sold.

Altus Wealth Group first reported a position in XLY in Q4 2020 and held it in 2 quarters. The position peaked at $64K in Q1 2021. 955 funds tracked by Wall St. Rank hold XLY as of Q2 2021.

  • Altus Wealth Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Altus Wealth Group sold 732 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2021, an estimated $64K.
  • Altus Wealth Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
  • Altus Wealth Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $64K in Q1 2021.
  • 955 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2021.

Based on Altus Wealth Group's 13F filing for Q2 2021, filed 12 Aug 2021.