Private Advisory Group’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
Q4
Sell
-5,766
Closed -$464K 239
2023
Q3
$464K Buy
5,766
+220
+4% +$18.6K 0.09% 140
2023
Q2
$471K Buy
5,546
+1,252
+29% +$95.9K 0.09% 149
2023
Q1
$321K Buy
4,294
+900
+27% +$64.5K 0.07% 170
2022
Q4
$219K Buy
+3,394
New +$237K 0.05% 179
2022
Q1
Sell
-12,486
Closed -$1.28M 209
2021
Q4
$1.28M Buy
+12,486
New +$1.24M 0.24% 66
2018
Q2
Sell
-34,016
Closed -$1.72M 149
2018
Q1
$1.72M Buy
+34,016
New +$1.77M 1.06% 36

Other funds holding XLY

Private Advisory Group's XLY Position: Q4 2023 in Review

Private Advisory Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2023, closing a stake of 5,766 shares — an estimated $464K sold.

Private Advisory Group first reported a position in XLY in Q1 2018 and held it in 6 quarters. The position peaked at $1.72M in Q1 2018. 1,145 funds tracked by Wall St. Rank hold XLY as of Q4 2023.

  • Private Advisory Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Private Advisory Group sold 5,766 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2023, an estimated $464K.
  • Private Advisory Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and held it in 6 quarters.
  • Private Advisory Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.72M in Q1 2018.
  • 1,145 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2023.

Based on Private Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.