GW & Wade’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
Q1
Sell
-2,154
Closed -$220K 419
2021
Q4
$220K Sell
2,154
-200
-8% -$19.9K 0.01% 371
2021
Q3
$211K Buy
+2,354
New +$214K 0.01% 362

Other funds holding XLY

GW & Wade's XLY Position: Q1 2022 in Review

GW & Wade sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2022, closing a stake of 2,154 shares — an estimated $220K sold.

GW & Wade first reported a position in XLY in Q3 2021 and held it in 2 quarters. The position peaked at $220K in Q4 2021. 1,031 funds tracked by Wall St. Rank hold XLY as of Q1 2022.

  • GW & Wade reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • GW & Wade sold 2,154 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2022, an estimated $220K.
  • GW & Wade first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and held it in 2 quarters.
  • GW & Wade's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $220K in Q4 2021.
  • 1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2022.

Based on GW & Wade's 13F filing for Q1 2022, filed 10 May 2022.