Novak Financial Planning’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
WA
RJA
Novak Financial Planning's XLY Position: Q2 2021 in Review
Novak Financial Planning reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.1% in Q2 2021, selling an estimated $11.8K and leaving 2,546 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #115.
Novak Financial Planning first reported a position in XLY in Q4 2020 and has held it in 3 quarters since. 955 funds tracked by Wall St. Rank hold XLY as of Q2 2021.
- Novak Financial Planning held 2,546 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $227K as of Q2 2021.
- Novak Financial Planning sold 136 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2021, an estimated $11.8K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of Novak Financial Planning's portfolio in Q2 2021, its #115 holding.
- Novak Financial Planning first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 3 quarters since.
- 955 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2021.
Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.