Granite Bay Wealth 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
Q2
– Sell
-3,024
Closed -$226K – 78
2023
Q1
$226K Buy
+3,024
New +$217K 0.16% 70
2022
Q4
– Sell
-4,670
Closed -$333K – 71
2022
Q3
$333K Sell
4,670
-178
-4% -$13.9K 0.27% 43
2022
Q2
$333K Sell
4,848
-220
-4% -$17.3K 0.26% 38
2022
Q1
$469K Sell
5,068
-1,842
-27% -$169K 0.38% 36
2021
Q4
$706K Buy
+6,910
New +$688K 0.7% 27

Other funds holding XLY

Granite Bay Wealth Management's XLY Position: Q2 2023 in Review

Granite Bay Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2023, closing a stake of 3,024 shares — an estimated $226K sold.

Granite Bay Wealth Management first reported a position in XLY in Q4 2021 and held it in 5 quarters. The position peaked at $706K in Q4 2021. 1,032 funds tracked by Wall St. Rank hold XLY as of Q2 2023.

  • Granite Bay Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Granite Bay Wealth Management sold 3,024 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2023, an estimated $226K.
  • Granite Bay Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
  • Granite Bay Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $706K in Q4 2021.
  • 1,032 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2023.

Based on Granite Bay Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.