FRG Family Wealth Advisors’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
Q2
Sell
-5,040
Closed -$466K 147
2022
Q1
$466K Sell
5,040
-400
-7% -$36.6K 0.09% 110
2021
Q4
$556K Sell
5,440
-1,460
-21% -$145K 0.1% 101
2021
Q3
$619K Hold
6,900
0.12% 94
2021
Q2
$616K Buy
6,900
+4,480
+185% +$390K 0.12% 97
2021
Q1
$203K Buy
+2,420
New +$201K 0.04% 131

Other funds holding XLY

FRG Family Wealth Advisors's XLY Position: Q2 2022 in Review

FRG Family Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2022, closing a stake of 5,040 shares — an estimated $466K sold.

FRG Family Wealth Advisors first reported a position in XLY in Q1 2021 and held it in 5 quarters. The position peaked at $619K in Q3 2021. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

  • FRG Family Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 5,040 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $466K.
  • FRG Family Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and held it in 5 quarters.
  • FRG Family Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $619K in Q3 2021.
  • 943 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2022.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.