Baker Tilly 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
2022
Q2
Sell
-5,328
Closed -$493K 537
2022
Q1
$493K Sell
5,328
-3,376
-39% -$309K 0.05% 352
2021
Q4
$890K Buy
8,704
+1,300
+18% +$129K 0.1% 229
2021
Q3
$664K Buy
7,404
+1,836
+33% +$167K 0.09% 258
2021
Q2
$497K Buy
5,568
+4
+0.1% +$348 0.08% 279
2021
Q1
$468K Buy
5,564
+174
+3% +$14.5K 0.1% 250
2020
Q4
$433K Buy
+5,390
New +$416K 0.13% 171

Other funds holding XLY

Baker Tilly Wealth Management's XLY Position: Q2 2022 in Review

Baker Tilly Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2022, closing a stake of 5,328 shares — an estimated $493K sold.

Baker Tilly Wealth Management first reported a position in XLY in Q4 2020 and held it in 6 quarters. The position peaked at $890K in Q4 2021. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

  • Baker Tilly Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 5,328 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $493K.
  • Baker Tilly Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 6 quarters.
  • Baker Tilly Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $890K in Q4 2021.
  • 943 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.