Selective 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
Q4
Sell
-128
Closed -$9K 749
2022
Q3
$9K Buy
+128
New +$10K ﹤0.01% 537
2021
Q2
Sell
-100
Closed -$8K 559
2021
Q1
$8K Buy
+100
New +$8.32K 0.01% 282

Other funds holding XLY

Selective Wealth Management's XLY Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2022, closing a stake of 128 shares — an estimated $9K sold.

Selective Wealth Management first reported a position in XLY in Q1 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2022. 962 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

  • Selective Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 128 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $9K.
  • Selective Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and held it in 2 quarters.
  • Selective Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $9K in Q3 2022.
  • 962 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.