Ellevest Inc’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
2022
Q1
Sell
-122
Closed -$12K 1657
2021
Q4
$12K Buy
+122
New +$12.2K ﹤0.01% 828
2021
Q3
Sell
-62
Closed -$6K 1602
2021
Q2
$6K Sell
62
-908
-94% -$79.1K ﹤0.01% 878
2021
Q1
$82K Buy
+970
New +$80.7K 0.01% 375

Other funds holding XLY

Ellevest Inc's XLY Position: Q1 2022 in Review

Ellevest Inc sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2022, closing a stake of 122 shares — an estimated $12K sold.

Ellevest Inc first reported a position in XLY in Q1 2021 and held it in 3 quarters. The position peaked at $82K in Q1 2021. 1,031 funds tracked by Wall St. Rank hold XLY as of Q1 2022.

  • Ellevest Inc reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Ellevest Inc sold 122 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2022, an estimated $12K.
  • Ellevest Inc first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and held it in 3 quarters.
  • Ellevest Inc's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $82K in Q1 2021.
  • 1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2022.

Based on Ellevest Inc's 13F filing for Q1 2022, filed 19 Apr 2022.