Brown Miller 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
2024
Q2
Sell
-5,526
Closed -$508K 126
2024
Q1
$508K Sell
5,526
-12
-0.2% -$1.07K 0.22% 83
2023
Q4
$495K Hold
5,538
0.25% 78
2023
Q3
$446K Buy
+5,538
New +$468K 0.25% 76
2022
Q1
Sell
-4,770
Closed -$487K 127
2021
Q4
$487K Sell
4,770
-238
-5% -$23.7K 0.28% 67
2021
Q3
$449K Buy
5,008
+736
+17% +$66.9K 0.28% 71
2021
Q2
$381K Buy
4,272
+1,274
+42% +$111K 0.24% 85
2021
Q1
$252K Sell
2,998
-4,392
-59% -$365K 0.18% 100
2020
Q4
$594K Buy
+7,390
New +$570K 0.45% 56

Other funds holding XLY

Brown Miller Wealth Management's XLY Position: Q2 2024 in Review

Brown Miller Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2024, closing a stake of 5,526 shares — an estimated $508K sold.

Brown Miller Wealth Management first reported a position in XLY in Q4 2020 and held it in 8 quarters. The position peaked at $594K in Q4 2020. 1,117 funds tracked by Wall St. Rank hold XLY as of Q2 2024.

  • Brown Miller Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Brown Miller Wealth Management sold 5,526 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2024, an estimated $508K.
  • Brown Miller Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 8 quarters.
  • Brown Miller Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $594K in Q4 2020.
  • 1,117 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2024.

Based on Brown Miller Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.