Forza Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
RJA
CM
PCH
Forza Wealth Management's XLY Position: Q4 2023 in Review
Forza Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2023, closing a stake of 9,342 shares — an estimated $752K sold.
Forza Wealth Management first reported a position in XLY in Q1 2023 and held it in 3 quarters. The position peaked at $793K in Q2 2023. 1,145 funds tracked by Wall St. Rank hold XLY as of Q4 2023.
- Forza Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
- Forza Wealth Management sold 9,342 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2023, an estimated $752K.
- Forza Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and held it in 3 quarters.
- Forza Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $793K in Q2 2023.
- 1,145 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2023.
Based on Forza Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.