Tevis Investment 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
-1,212
Closed -$86K 202
2022
Q3
$86K Sell
1,212
-128
-10% -$10K 0.08% 138
2022
Q2
$92K Buy
+1,340
New +$106K 0.09% 137

Other funds holding XLY

Tevis Investment Management's XLY Position: Q4 2022 in Review

Tevis Investment Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2022, closing a stake of 1,212 shares — an estimated $86K sold.

Tevis Investment Management first reported a position in XLY in Q2 2022 and held it in 2 quarters. The position peaked at $92K in Q2 2022. 962 funds tracked by Wall St. Rank hold XLY as of Q4 2022.

  • Tevis Investment Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 1,212 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2022, an estimated $86K.
  • Tevis Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
  • Tevis Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $92K in Q2 2022.
  • 962 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.