Capital Advisory Group Advisory Services’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
2021
Q3
Sell
-60
Closed -$5K 577
2021
Q2
$5K Hold
60
﹤0.01% 466
2021
Q1
$5K Hold
60
﹤0.01% 453
2020
Q4
$5K Buy
+60
New +$4.63K ﹤0.01% 441

Other funds holding XLY

Capital Advisory Group Advisory Services's XLY Position: Q3 2021 in Review

Capital Advisory Group Advisory Services sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2021, closing a stake of 60 shares — an estimated $5K sold.

Capital Advisory Group Advisory Services first reported a position in XLY in Q4 2020 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 950 funds tracked by Wall St. Rank hold XLY as of Q3 2021.

  • Capital Advisory Group Advisory Services reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 60 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2021, an estimated $5K.
  • Capital Advisory Group Advisory Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 3 quarters.
  • Capital Advisory Group Advisory Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5K in Q2 2021.
  • 950 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.