Elwood & Goetz Wealth 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
2023
Q1
Sell
-31,004
Closed -$2M 68
2022
Q4
$2M Sell
31,004
-3,636
-10% -$254K 0.61% 24
2022
Q3
$2.47M Buy
34,640
+1,078
+3% +$84.3K 0.83% 24
2022
Q2
$2.31M Buy
33,562
+10,822
+48% +$853K 0.77% 23
2022
Q1
$2.1M Buy
+22,740
New +$2.08M 0.65% 20

Other funds holding XLY

Elwood & Goetz Wealth Advisory Group's XLY Position: Q1 2023 in Review

Elwood & Goetz Wealth Advisory Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2023, closing a stake of 31,004 shares — an estimated $2M sold.

Elwood & Goetz Wealth Advisory Group first reported a position in XLY in Q1 2022 and held it in 4 quarters. The position peaked at $2.47M in Q3 2022. 967 funds tracked by Wall St. Rank hold XLY as of Q1 2023.

  • Elwood & Goetz Wealth Advisory Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 31,004 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2023, an estimated $2M.
  • Elwood & Goetz Wealth Advisory Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and held it in 4 quarters.
  • Elwood & Goetz Wealth Advisory Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.47M in Q3 2022.
  • 967 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2023.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.