Badgley Phelps Wealth Managers’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
2023
Q1
Sell
-4,180
Closed -$270K 222
2022
Q4
$270K Buy
+4,180
New +$291K 0.01% 186

Other funds holding XLY

Badgley Phelps Wealth Managers's XLY Position: Q1 2023 in Review

Badgley Phelps Wealth Managers sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2023, closing a stake of 4,180 shares — an estimated $270K sold.

Badgley Phelps Wealth Managers first reported a position in XLY in Q4 2022 and held it in 1 quarter. The position peaked at $270K in Q4 2022. 967 funds tracked by Wall St. Rank hold XLY as of Q1 2023.

  • Badgley Phelps Wealth Managers reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 4,180 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2023, an estimated $270K.
  • Badgley Phelps Wealth Managers first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Badgley Phelps Wealth Managers's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $270K in Q4 2022.
  • 967 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2023.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2023, filed 28 Apr 2023.