Mascoma 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
2022
Q3
Sell
-38
Closed -$3K 633
2022
Q2
$3K Buy
+38
New +$2.99K ﹤0.01% 560

Other funds holding XLY

Mascoma Wealth Management's XLY Position: Q3 2022 in Review

Mascoma Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2022, closing a stake of 38 shares — an estimated $3K sold.

Mascoma Wealth Management first reported a position in XLY in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 946 funds tracked by Wall St. Rank hold XLY as of Q3 2022.

  • Mascoma Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 38 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2022, an estimated $3K.
  • Mascoma Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2022 and held it in 1 quarter.
  • Mascoma Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3K in Q2 2022.
  • 946 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2022.

Based on Mascoma Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.