Pinnacle Private Wealth’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
2022
Q2
$990K Sell
14,398
-1,538
-10% -$121K 0.39% 70
2022
Q1
$1.47M Buy
15,936
+560
+4% +$51.3K 0.46% 49
2021
Q4
$1.57M Buy
+15,376
New +$1.53M 0.49% 46

Other funds holding XLY

Pinnacle Private Wealth's XLY Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.7% in Q2 2022, selling an estimated $121K and leaving 14,398 shares worth $990K. The position accounts for 0.39% of the portfolio, ranked #70.

Pinnacle Private Wealth first reported a position in XLY in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.57M in Q4 2021. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

  • Pinnacle Private Wealth held 14,398 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $990K as of Q2 2022.
  • Pinnacle Private Wealth sold 1,538 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $121K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.39% of Pinnacle Private Wealth's portfolio in Q2 2022, its #70 holding.
  • Pinnacle Private Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.57M in Q4 2021.
  • 943 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.