DFPG Investments’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
$624K Buy
7,190
+2,460
+52% +$204K 0.05% 341
2023
Q3
$375K Sell
4,730
-738
-13% -$62.4K 0.03% 418
2023
Q2
$484K Buy
+5,468
New +$419K 0.04% 380

Other funds holding XLY

DFPG Investments's XLY Position: Q4 2023 in Review

DFPG Investments increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 52% in Q4 2023, buying an estimated $204K and bringing the position to 7,190 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #341.

DFPG Investments first reported a position in XLY in Q2 2023 and has held it in 3 quarters since. 1,145 funds tracked by Wall St. Rank hold XLY as of Q4 2023.

  • DFPG Investments held 7,190 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $624K as of Q4 2023.
  • DFPG Investments bought 2,460 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2023, an estimated $204K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of DFPG Investments's portfolio in Q4 2023, its #341 holding.
  • DFPG Investments first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and has held it in 3 quarters since.
  • 1,145 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.