Cassia 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
2021
Q4
Sell
-4,112
Closed -$369K 148
2021
Q3
$369K Buy
+4,112
New +$374K 0.25% 84

Other funds holding XLY

Cassia Capital Partners's XLY Position: Q4 2021 in Review

Cassia Capital Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2021, closing a stake of 4,112 shares — an estimated $369K sold.

Cassia Capital Partners first reported a position in XLY in Q3 2021 and held it in 1 quarter. The position peaked at $369K in Q3 2021. 1,114 funds tracked by Wall St. Rank hold XLY as of Q4 2021.

  • Cassia Capital Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Cassia Capital Partners sold 4,112 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2021, an estimated $369K.
  • Cassia Capital Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Cassia Capital Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $369K in Q3 2021.
  • 1,114 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2021.

Based on Cassia Capital Partners's 13F filing for Q4 2021, filed 14 Feb 2022.