Montz Harcus 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
Q2
Sell
-6,932
Closed -$641K 55
2022
Q1
$641K Buy
6,932
+10
+0.1% +$916 0.58% 24
2021
Q4
$708K Buy
+6,922
New +$689K 0.62% 23

Other funds holding XLY

Montz Harcus Wealth Management's XLY Position: Q2 2022 in Review

Montz Harcus Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2022, closing a stake of 6,932 shares — an estimated $641K sold.

Montz Harcus Wealth Management first reported a position in XLY in Q4 2021 and held it in 2 quarters. The position peaked at $708K in Q4 2021. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

  • Montz Harcus Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Montz Harcus Wealth Management sold 6,932 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $641K.
  • Montz Harcus Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • Montz Harcus Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $708K 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 Montz Harcus Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.