MBA 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
2022
Q2
Sell
-3,078
Closed -$285K 154
2022
Q1
$285K Sell
3,078
-36
-1% -$3.3K 0.18% 116
2021
Q4
$318K Sell
3,114
-136
-4% -$13.5K 0.2% 110
2021
Q3
$292K Buy
3,250
+208
+7% +$18.9K 0.22% 103
2021
Q2
$272 Sell
3,042
-216
-7% -$18.8K 0.13% 111
2021
Q1
$274 Buy
+3,258
New +$271K 0.15% 106

Other funds holding XLY

MBA Advisors's XLY Position: Q2 2022 in Review

MBA Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2022, closing a stake of 3,078 shares — an estimated $285K sold.

MBA Advisors first reported a position in XLY in Q1 2021 and held it in 5 quarters. The position peaked at $318K in Q4 2021. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

  • MBA Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • MBA Advisors sold 3,078 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $285K.
  • MBA Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and held it in 5 quarters.
  • MBA Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $318K in Q4 2021.
  • 943 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2022.

Based on MBA Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.