Surience 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
2023
Q2
Sell
-149,992
Closed -$11.2M 34
2023
Q1
$11.2M Buy
+149,992
New +$10.8M 16.52% 1
2022
Q1
Sell
-149,432
Closed -$15.3M 30
2021
Q4
$15.3M Buy
+149,432
New +$14.9M 12.45% 2

Other funds holding XLY

Surience Private Wealth's XLY Position: Q2 2023 in Review

Surience Private Wealth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2023, closing a stake of 149,992 shares — an estimated $11.2M sold.

Surience Private Wealth first reported a position in XLY in Q4 2021 and held it in 2 quarters. The position peaked at $15.3M in Q4 2021. 1,031 funds tracked by Wall St. Rank hold XLY as of Q2 2023.

  • Surience Private Wealth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Surience Private Wealth sold 149,992 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2023, an estimated $11.2M.
  • Surience Private Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • Surience Private Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $15.3M in Q4 2021.
  • 1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2023.

Based on Surience Private Wealth's 13F filing for Q2 2023, filed 7 Aug 2023.