PFG Private 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
2023
Q1
Sell
-32
Closed -$2K 402
2022
Q4
$2K Buy
+32
New +$2.23K ﹤0.01% 302

Other funds holding XLY

PFG Private Wealth Management's XLY Position: Q1 2023 in Review

PFG Private Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2023, closing a stake of 32 shares — an estimated $2K sold.

PFG Private Wealth Management first reported a position in XLY in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 967 funds tracked by Wall St. Rank hold XLY as of Q1 2023.

  • PFG Private Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 32 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2023, an estimated $2K.
  • PFG Private Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2K in Q4 2022.
  • 967 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.