Stephens Consulting’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
Q1
Sell
-408
Closed -$26.3K 535
2022
Q4
$26.3K Sell
408
-6
-1% -$418 0.02% 216
2022
Q3
$29.5K Sell
414
-84
-17% -$6.57K 0.03% 217
2022
Q2
$34.2K Buy
498
+12
+2% +$945 0.03% 202
2022
Q1
$45K Buy
+486
New +$44.5K 0.04% 198

Other funds holding XLY

Stephens Consulting's XLY Position: Q1 2023 in Review

Stephens Consulting sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2023, closing a stake of 408 shares — an estimated $26.3K sold.

Stephens Consulting first reported a position in XLY in Q1 2022 and held it in 4 quarters. The position peaked at $45K in Q1 2022. 967 funds tracked by Wall St. Rank hold XLY as of Q1 2023.

  • Stephens Consulting reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Stephens Consulting sold 408 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2023, an estimated $26.3K.
  • Stephens Consulting first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and held it in 4 quarters.
  • Stephens Consulting's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $45K in Q1 2022.
  • 967 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2023.

Based on Stephens Consulting's 13F filing for Q1 2023, filed 19 Apr 2023.