Meredith Wealth Planning’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
Q2
Sell
-8,350
Closed -$624K 65
2023
Q1
$624K Hold
8,350
0.5% 22
2022
Q4
$539K Buy
+8,350
New +$582K 0.46% 23

Other funds holding XLY

Meredith Wealth Planning's XLY Position: Q2 2023 in Review

Meredith Wealth Planning sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2023, closing a stake of 8,350 shares — an estimated $624K sold.

Meredith Wealth Planning first reported a position in XLY in Q4 2022 and held it in 2 quarters. The position peaked at $624K in Q1 2023. 1,031 funds tracked by Wall St. Rank hold XLY as of Q2 2023.

  • Meredith Wealth Planning reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 8,350 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2023, an estimated $624K.
  • Meredith Wealth Planning first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
  • Meredith Wealth Planning's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $624K in Q1 2023.
  • 1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2023.

Based on Meredith Wealth Planning's 13F filing for Q2 2023, filed 14 Jul 2023.