Ironwood Investment Counsel’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
2024
Q3
Sell
-3,252
Closed -$418K 266
2024
Q2
$418K Buy
3,252
+62
+2% +$5.51K 0.07% 179
2024
Q1
$293K Buy
+3,190
New +$284K 0.05% 211
2023
Q1
Sell
-4,854
Closed -$314K 221
2022
Q4
$314K Buy
+4,854
New +$338K 0.08% 164

Other funds holding XLY

Ironwood Investment Counsel's XLY Position: Q3 2024 in Review

Ironwood Investment Counsel sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2024, closing a stake of 3,252 shares — an estimated $418K sold.

Ironwood Investment Counsel first reported a position in XLY in Q4 2022 and held it in 3 quarters. The position peaked at $418K in Q2 2024. 1,140 funds tracked by Wall St. Rank hold XLY as of Q3 2024.

  • Ironwood Investment Counsel reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Ironwood Investment Counsel sold 3,252 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2024, an estimated $418K.
  • Ironwood Investment Counsel first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
  • Ironwood Investment Counsel's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $418K in Q2 2024.
  • 1,140 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2024.

Based on Ironwood Investment Counsel's 13F filing for Q3 2024, filed 14 Nov 2024.