Econ Financial Services’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
Q3
Sell
-12,318
Closed -$1.05M 112
2023
Q2
$1.05M Buy
12,318
+230
+2% +$17.6K 0.74% 53
2023
Q1
$904K Buy
+12,088
New +$867K 0.68% 59

Other funds holding XLY

Econ Financial Services's XLY Position: Q3 2023 in Review

Econ Financial Services sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2023, closing a stake of 12,318 shares — an estimated $1.05M sold.

Econ Financial Services first reported a position in XLY in Q1 2023 and held it in 2 quarters. The position peaked at $1.05M in Q2 2023. 1,043 funds tracked by Wall St. Rank hold XLY as of Q3 2023.

  • Econ Financial Services reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Econ Financial Services sold 12,318 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2023, an estimated $1.05M.
  • Econ Financial Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and held it in 2 quarters.
  • Econ Financial Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.05M in Q2 2023.
  • 1,043 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2023.

Based on Econ Financial Services's 13F filing for Q3 2023, filed 9 Nov 2023.