Pathway Financial Advisers’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
2024
Q1
Sell
-2
Closed -$111 503
2023
Q4
$111 Hold
2
﹤0.01% 463
2023
Q3
$100 Buy
+2
New +$169 ﹤0.01% 475
2023
Q1
$93 Sell
2
-386
-99% -$27.7K ﹤0.01% 490
2022
Q4
$25K Buy
+388
New +$27.1K 0.01% 303

Other funds holding XLY

Pathway Financial Advisers's XLY Position: Q1 2024 in Review

Pathway Financial Advisers sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 2 shares — an estimated $111 sold.

Pathway Financial Advisers first reported a position in XLY in Q4 2022 and held it in 4 quarters. The position peaked at $25K in Q4 2022. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

  • Pathway Financial Advisers reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 2 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $111.
  • Pathway Financial Advisers first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and held it in 4 quarters.
  • Pathway Financial Advisers's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $25K in Q4 2022.
  • 1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on Pathway Financial Advisers's 13F filing for Q1 2024, filed 29 May 2024.