Greenwood Capital Associates’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
Q4
Sell
-6,452
Closed -$460K 235
2022
Q3
$460K Buy
+6,452
New +$505K 0.08% 185
2015
Q2
Sell
-10,720
Closed -$403K 172
2015
Q1
$403K Buy
10,720
+140
+1% +$5.14K 0.12% 96
2014
Q4
$382K Buy
+10,580
New +$363K 0.11% 95
2014
Q1
Sell
-10,806
Closed -$361K 152
2013
Q4
$361K Buy
10,806
+20
+0.2% +$636 0.11% 98
2013
Q3
$327K Buy
+10,786
New +$320K 0.12% 95

Other funds holding XLY

Greenwood Capital Associates's XLY Position: Q4 2022 in Review

Greenwood Capital Associates sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2022, closing a stake of 6,452 shares — an estimated $460K sold.

Greenwood Capital Associates first reported a position in XLY in Q3 2013 and held it in 5 quarters. The position peaked at $460K in Q3 2022. 963 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

  • Greenwood Capital Associates reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Greenwood Capital Associates sold 6,452 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $460K.
  • Greenwood Capital Associates first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2013 and held it in 5 quarters.
  • Greenwood Capital Associates's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $460K in Q3 2022.
  • 963 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Greenwood Capital Associates's 13F filing for Q4 2022, filed 26 Jan 2023.