Kellett Wealth Advisors’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
Q2
Sell
-6,054
Closed -$557K 91
2024
Q1
$557K Buy
6,054
+290
+5% +$25.8K 0.39% 41
2023
Q4
$515K Buy
+5,764
New +$477K 0.38% 41

Other funds holding XLY

Kellett Wealth Advisors's XLY Position: Q2 2024 in Review

Kellett Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2024, closing a stake of 6,054 shares — an estimated $557K sold.

Kellett Wealth Advisors first reported a position in XLY in Q4 2023 and held it in 2 quarters. The position peaked at $557K in Q1 2024. 1,116 funds tracked by Wall St. Rank hold XLY as of Q2 2024.

  • Kellett Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Kellett Wealth Advisors sold 6,054 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2024, an estimated $557K.
  • Kellett Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • Kellett Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $557K in Q1 2024.
  • 1,116 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2024.

Based on Kellett Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.