Red Door 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
2022
Q1
Sell
-5,508
Closed -$563K 172
2021
Q4
$563K Hold
5,508
0.18% 91
2021
Q3
$494K Hold
5,508
0.19% 92
2021
Q2
$491K Buy
+5,508
New +$480K 0.19% 90
2020
Q3
Sell
-142
Closed -$9K 445
2020
Q2
$9K Hold
142
0.01% 323
2020
Q1
$6K Buy
+142
New +$8.38K 0.01% 328

Other funds holding XLY

Red Door Wealth Management's XLY Position: Q1 2022 in Review

Red Door Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2022, closing a stake of 5,508 shares — an estimated $563K sold.

Red Door Wealth Management first reported a position in XLY in Q1 2020 and held it in 5 quarters. The position peaked at $563K in Q4 2021. 1,031 funds tracked by Wall St. Rank hold XLY as of Q1 2022.

  • Red Door Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Red Door Wealth Management sold 5,508 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2022, an estimated $563K.
  • Red Door Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and held it in 5 quarters.
  • Red Door Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $563K in Q4 2021.
  • 1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2022.

Based on Red Door Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.