Long Island Wealth Management’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
Q1
Sell
-1,084
Closed -$97K 424
2023
Q4
$97K Buy
+1,084
New +$89.8K 0.07% 97

Other funds holding XLY

Long Island Wealth Management's XLY Position: Q1 2024 in Review

Long Island Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 1,084 shares — an estimated $97K sold.

Long Island Wealth Management first reported a position in XLY in Q4 2023 and held it in 1 quarter. The position peaked at $97K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

  • Long Island Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 1,084 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $97K.
  • Long Island Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $97K in Q4 2023.
  • 1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.