Halpern Financial’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
2021
Q2
Sell
-416
Closed -$35K 263
2021
Q1
$35K Buy
+416
New +$34.6K 0.02% 66

Other funds holding XLY

Halpern Financial's XLY Position: Q2 2021 in Review

Halpern Financial sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2021, closing a stake of 416 shares — an estimated $35K sold.

Halpern Financial first reported a position in XLY in Q1 2021 and held it in 1 quarter. The position peaked at $35K in Q1 2021. 955 funds tracked by Wall St. Rank hold XLY as of Q2 2021.

  • Halpern Financial reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Halpern Financial sold 416 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2021, an estimated $35K.
  • Halpern Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and held it in 1 quarter.
  • Halpern Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $35K in Q1 2021.
  • 955 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2021.

Based on Halpern Financial's 13F filing for Q2 2021, filed 21 Sep 2023.