Midwest 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
Q1
$401K Buy
4,338
+230
+6% +$21.1K 0.24% 79
2021
Q4
$420K Sell
4,108
-4
-0.1% -$398 0.26% 76
2021
Q3
$369K Buy
4,112
+170
+4% +$15.4K 0.25% 84
2021
Q2
$352K Buy
3,942
+48
+1% +$4.18K 0.25% 83
2021
Q1
$327K Buy
3,894
+100
+3% +$8.32K 0.27% 84
2020
Q4
$305K Buy
+3,794
New +$293K 0.28% 83

Other funds holding XLY

Midwest Wealth Management's XLY Position: Q1 2022 in Review

Midwest Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.6% in Q1 2022, buying an estimated $21.1K and bringing the position to 4,338 shares worth $401K. The position accounts for 0.24% of the portfolio, ranked #79.

Midwest Wealth Management first reported a position in XLY in Q4 2020 and has held it in 6 quarters since. The position peaked at $420K in Q4 2021. 1,031 funds tracked by Wall St. Rank hold XLY as of Q1 2022.

  • Midwest Wealth Management held 4,338 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $401K as of Q1 2022.
  • Midwest Wealth Management bought 230 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2022, an estimated $21.1K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.24% of Midwest Wealth Management's portfolio in Q1 2022, its #79 holding.
  • Midwest Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 6 quarters since.
  • Midwest Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $420K in Q4 2021.
  • 1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.