Eschler Asset Management’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
Sell
-4,924
Closed -$396K 107
2023
Q3
$396K Sell
4,924
-2,516
-34% -$213K 0.46% 49
2023
Q2
$548K Hold
7,440
0.78% 26
2023
Q1
$556K Buy
+7,440
New +$533K 0.44% 32

Other funds holding XLY

Eschler Asset Management's XLY Position: Q4 2023 in Review

Eschler Asset Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2023, closing a stake of 4,924 shares — an estimated $396K sold.

Eschler Asset Management first reported a position in XLY in Q1 2023 and held it in 3 quarters. The position peaked at $556K in Q1 2023. 1,145 funds tracked by Wall St. Rank hold XLY as of Q4 2023.

  • Eschler Asset Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Eschler Asset Management sold 4,924 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2023, an estimated $396K.
  • Eschler Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and held it in 3 quarters.
  • Eschler Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $556K in Q1 2023.
  • 1,145 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2023.

Based on Eschler Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.