Phoenix Wealth 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
2021
Q4
Sell
-340
Closed -$31K 360
2021
Q3
$31K Sell
340
-32
-9% -$2.91K 0.02% 231
2021
Q2
$34K Hold
372
0.02% 214
2021
Q1
$32K Hold
372
0.02% 220
2020
Q4
$30K Buy
+372
New +$28.7K 0.02% 226

Other funds holding XLY

Phoenix Wealth Advisors's XLY Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2021, closing a stake of 340 shares — an estimated $31K sold.

Phoenix Wealth Advisors first reported a position in XLY in Q4 2020 and held it in 4 quarters. The position peaked at $34K in Q2 2021. 1,114 funds tracked by Wall St. Rank hold XLY as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 340 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2021, an estimated $31K.
  • Phoenix Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $34K in Q2 2021.
  • 1,114 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.