Collective Family Office’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
-2,782
Closed -$224K 187
2023
Q3
$224K Buy
2,782
+32
+1% +$2.71K 0.09% 157
2023
Q2
$233K Hold
2,750
0.09% 159
2023
Q1
$206K Sell
2,750
-1,200
-30% -$86K 0.08% 163
2022
Q4
$255K Buy
+3,950
New +$275K 0.11% 145

Other funds holding XLY

Collective Family Office's XLY Position: Q4 2023 in Review

Collective Family Office sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2023, closing a stake of 2,782 shares — an estimated $224K sold.

Collective Family Office first reported a position in XLY in Q4 2022 and held it in 4 quarters. The position peaked at $255K in Q4 2022. 1,145 funds tracked by Wall St. Rank hold XLY as of Q4 2023.

  • Collective Family Office reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Collective Family Office sold 2,782 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2023, an estimated $224K.
  • Collective Family Office first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and held it in 4 quarters.
  • Collective Family Office's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $255K in Q4 2022.
  • 1,145 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2023.

Based on Collective Family Office's 13F filing for Q4 2023, filed 9 Jan 2024.