Curtis Advisory Group’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
2024
Q1
Sell
-2,844
Closed -$254K 98
2023
Q4
$254K Buy
+2,844
New +$236K 0.12% 81
2022
Q1
Sell
-2,026
Closed -$207K 88
2021
Q4
$207K Buy
+2,026
New +$202K 0.07% 81

Other funds holding XLY

Curtis Advisory Group's XLY Position: Q1 2024 in Review

Curtis Advisory Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 2,844 shares — an estimated $254K sold.

Curtis Advisory Group first reported a position in XLY in Q4 2021 and held it in 2 quarters. The position peaked at $254K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

  • Curtis Advisory Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Curtis Advisory Group sold 2,844 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $254K.
  • Curtis Advisory Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • Curtis Advisory Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $254K in Q4 2023.
  • 1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on Curtis Advisory Group's 13F filing for Q1 2024, filed 30 Apr 2024.