MD Financial 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
2021
Q4
$88.2M Buy
862,518
+73,262
+9% +$7.3M 2.13% 15
2021
Q3
$70.8M Buy
789,256
+77,376
+11% +$7.03M 1.79% 20
2021
Q2
$63.6M Buy
+711,880
New +$62M 1.82% 21

Other funds holding XLY

MD Financial Management's XLY Position: Q4 2021 in Review

MD Financial Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.3% in Q4 2021, buying an estimated $7.3M and bringing the position to 862,518 shares worth $88.2M. The position accounts for 2.13% of the portfolio, ranked #15.

MD Financial Management first reported a position in XLY in Q2 2021 and has held it in 3 quarters since. 1,113 funds tracked by Wall St. Rank hold XLY as of Q4 2021.

  • MD Financial Management held 862,518 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $88.2M as of Q4 2021.
  • MD Financial Management bought 73,262 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2021, an estimated $7.3M.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 2.13% of MD Financial Management's portfolio in Q4 2021, its #15 holding.
  • MD Financial Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and has held it in 3 quarters since.
  • 1,113 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.