Baron Silver Stevens Financial 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
2023
Q4
Sell
-2,640
Closed -$212K 119
2023
Q3
$212K Buy
2,640
+158
+6% +$13.4K 0.05% 103
2023
Q2
$211K Buy
+2,482
New +$190K 0.05% 105
2022
Q2
Sell
-2,782
Closed -$257K 111
2022
Q1
$257K Buy
+2,782
New +$255K 0.06% 82
2021
Q1
Sell
-982
Closed -$78K 500
2020
Q4
$78K Buy
+982
New +$75.7K 0.03% 110

Other funds holding XLY

Baron Silver Stevens Financial Advisors's XLY Position: Q4 2023 in Review

Baron Silver Stevens Financial Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2023, closing a stake of 2,640 shares — an estimated $212K sold.

Baron Silver Stevens Financial Advisors first reported a position in XLY in Q4 2020 and held it in 4 quarters. The position peaked at $257K in Q1 2022. 1,145 funds tracked by Wall St. Rank hold XLY as of Q4 2023.

  • Baron Silver Stevens Financial Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 2,640 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2023, an estimated $212K.
  • Baron Silver Stevens Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 4 quarters.
  • Baron Silver Stevens Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $257K in Q1 2022.
  • 1,145 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2023.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.