Atlas Private Wealth Management’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
-116
Closed -$10K 394
2021
Q1
$10K Hold
116
0.01% 315
2020
Q4
$9K Hold
116
0.01% 319
2020
Q3
$9K Hold
116
0.01% 324
2020
Q2
$7K Hold
116
0.01% 367
2020
Q1
$6K Hold
116
0.01% 361
2019
Q4
$7K Buy
+116
New +$7.06K 0.01% 378

Other funds holding XLY

Atlas Private Wealth Management's XLY Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2021, closing a stake of 116 shares — an estimated $10K sold.

Atlas Private Wealth Management first reported a position in XLY in Q4 2019 and held it in 6 quarters. The position peaked at $10K in Q1 2021. 955 funds tracked by Wall St. Rank hold XLY as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 116 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2021, an estimated $10K.
  • Atlas Private Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $10K 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 Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.