SWS Partners’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
2024
Q3
Sell
-214
Closed -$19.5K 306
2024
Q2
$19.5K Buy
+214
New +$19K 0.01% 204
2018
Q2
Sell
-668
Closed -$33K 328
2018
Q1
$33K Sell
668
-68
-9% -$3.54K 0.02% 176
2017
Q4
$36K Buy
+736
New +$34.6K 0.03% 178

Other funds holding XLY

SWS Partners's XLY Position: Q3 2024 in Review

SWS Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2024, closing a stake of 214 shares — an estimated $19.5K sold.

SWS Partners first reported a position in XLY in Q4 2017 and held it in 3 quarters. The position peaked at $36K in Q4 2017. 1,139 funds tracked by Wall St. Rank hold XLY as of Q3 2024.

  • SWS Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 214 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2024, an estimated $19.5K.
  • SWS Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and held it in 3 quarters.
  • SWS Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $36K in Q4 2017.
  • 1,139 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.