Kerntke Otto McGlone Wealth Management Group’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
2023
Q1
Sell
-120
Closed -$8K 129
2022
Q4
$8K Buy
+120
New +$8.37K 0.01% 99

Other funds holding XLY

Kerntke Otto McGlone Wealth Management Group's XLY Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2023, closing a stake of 120 shares — an estimated $8K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in XLY in Q4 2022 and held it in 1 quarter. The position peaked at $8K in Q4 2022. 967 funds tracked by Wall St. Rank hold XLY as of Q1 2023.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 120 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2023, an estimated $8K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8K in Q4 2022.
  • 967 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.