Amplius 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
2022
Q4
Sell
-7,686
Closed -$547K 199
2022
Q3
$547K Buy
7,686
+1,046
+16% +$81.8K 0.1% 77
2022
Q2
$456K Buy
+6,640
New +$523K 0.07% 99
2022
Q1
Sell
-420
Closed -$42K 937
2021
Q4
$42K Buy
+420
New +$41.8K 0.01% 362

Other funds holding XLY

Amplius Wealth Advisors's XLY Position: Q4 2022 in Review

Amplius Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2022, closing a stake of 7,686 shares — an estimated $547K sold.

Amplius Wealth Advisors first reported a position in XLY in Q4 2021 and held it in 3 quarters. The position peaked at $547K in Q3 2022. 962 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

  • Amplius Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 7,686 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $547K.
  • Amplius Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
  • Amplius Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $547K in Q3 2022.
  • 962 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.