Carmel Capital Partners’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
-236
Closed -$19K 726
2023
Q3
$19K Buy
+236
New +$20K 0.01% 355

Other funds holding XLY

Carmel Capital Partners's XLY Position: Q4 2023 in Review

Carmel Capital Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2023, closing a stake of 236 shares — an estimated $19K sold.

Carmel Capital Partners first reported a position in XLY in Q3 2023 and held it in 1 quarter. The position peaked at $19K in Q3 2023. 1,145 funds tracked by Wall St. Rank hold XLY as of Q4 2023.

  • Carmel Capital Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 236 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2023, an estimated $19K.
  • Carmel Capital Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $19K in Q3 2023.
  • 1,145 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.