Bridge Advisory’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
2024
Q3
$436K Buy
4,348
+10
+0.2% +$935 0.21% 74
2024
Q2
$396K Buy
4,338
+8
+0.2% +$711 0.19% 75
2024
Q1
$398K Buy
4,330
+10
+0.2% +$890 0.2% 77
2023
Q4
$386K Hold
4,320
0.19% 81
2023
Q3
$348K Buy
+4,320
New +$365K 0.12% 109

Other funds holding XLY

Bridge Advisory's XLY Position: Q3 2024 in Review

Bridge Advisory increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.23% in Q3 2024, buying an estimated $935 and bringing the position to 4,348 shares worth $436K. The position accounts for 0.21% of the portfolio, ranked #74.

Bridge Advisory first reported a position in XLY in Q3 2023 and has held it in 5 quarters since. 1,139 funds tracked by Wall St. Rank hold XLY as of Q3 2024.

  • Bridge Advisory held 4,348 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $436K as of Q3 2024.
  • Bridge Advisory bought 10 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2024, an estimated $935.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.21% of Bridge Advisory's portfolio in Q3 2024, its #74 holding.
  • Bridge Advisory first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2023 and has held it in 5 quarters since.
  • 1,139 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.