New England Capital Financial 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
2023
Q1
Sell
-8
Closed -$560 446
2022
Q4
$560 Buy
+8
New +$558 ﹤0.01% 393

Other funds holding XLY

New England Capital Financial Advisors's XLY Position: Q1 2023 in Review

New England Capital Financial Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2023, closing a stake of 8 shares — an estimated $560 sold.

New England Capital Financial Advisors first reported a position in XLY in Q4 2022 and held it in 1 quarter. The position peaked at $560 in Q4 2022. 968 funds tracked by Wall St. Rank hold XLY as of Q1 2023.

  • New England Capital Financial Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 8 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2023, an estimated $560.
  • New England Capital Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • New England Capital Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $560 in Q4 2022.
  • 968 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2023.

Based on New England Capital Financial Advisors's 13F filing for Q1 2023, filed 4 May 2023.