Atlas Private 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
2021
Q4
Sell
-100
Closed -$9K 719
2021
Q3
$9K Sell
100
-58
-37% -$5.27K ﹤0.01% 491
2021
Q2
$14K Buy
158
+58
+58% +$5.05K 0.01% 424
2021
Q1
$8K Hold
100
﹤0.01% 534
2020
Q4
$8K Sell
100
-16
-14% -$1.23K 0.01% 459
2020
Q3
$9K Buy
116
+16
+16% +$1.13K 0.01% 412
2020
Q2
$6K Buy
+100
New +$5.9K 0.01% 489

Other funds holding XLY

Atlas Private Wealth Advisors's XLY Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2021, closing a stake of 100 shares — an estimated $9K sold.

Atlas Private Wealth Advisors first reported a position in XLY in Q2 2020 and held it in 6 quarters. The position peaked at $14K in Q2 2021. 1,114 funds tracked by Wall St. Rank hold XLY as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 100 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2021, an estimated $9K.
  • Atlas Private Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $14K in Q2 2021.
  • 1,114 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.