Cascadia 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
2020
Q3
$2.21M Sell
30,004
-874
-3% -$61.9K 0.62% 38
2020
Q2
$1.97M Buy
+30,878
New +$1.82M 0.6% 55

Other funds holding XLY

Cascadia Advisory Services's XLY Position: Q3 2020 in Review

Cascadia Advisory Services reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.8% in Q3 2020, selling an estimated $61.9K and leaving 30,004 shares worth $2.21M. The position accounts for 0.62% of the portfolio, ranked #38.

Cascadia Advisory Services first reported a position in XLY in Q2 2020 and has held it in 2 quarters since. 815 funds tracked by Wall St. Rank hold XLY as of Q3 2020.

  • Cascadia Advisory Services held 30,004 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.21M as of Q3 2020.
  • Cascadia Advisory Services sold 874 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2020, an estimated $61.9K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.62% of Cascadia Advisory Services's portfolio in Q3 2020, its #38 holding.
  • Cascadia Advisory Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2020 and has held it in 2 quarters since.
  • 815 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.