Consolidated Planning Corp’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
-236
Closed -$21K 472
2021
Q3
$21K Buy
+236
New +$21.4K 0.01% 245

Other funds holding XLY

Consolidated Planning Corp's XLY Position: Q4 2021 in Review

Consolidated Planning Corp sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2021, closing a stake of 236 shares — an estimated $21K sold.

Consolidated Planning Corp first reported a position in XLY in Q3 2021 and held it in 1 quarter. The position peaked at $21K in Q3 2021. 1,114 funds tracked by Wall St. Rank hold XLY as of Q4 2021.

  • Consolidated Planning Corp reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 236 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2021, an estimated $21K.
  • Consolidated Planning Corp first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $21K 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 Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.