Tilia Fiduciary 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
2023
Q3
Sell
-560
Closed -$47.6K 515
2023
Q2
$47.6K Hold
560
0.04% 223
2023
Q1
$41.9K Hold
560
0.04% 230
2022
Q4
$36.1K Buy
560
+2
+0.4% +$139 0.03% 229
2022
Q3
$39K Hold
558
0.04% 221
2022
Q2
$39K Sell
558
-150
-21% -$11.8K 0.04% 229
2022
Q1
$65K Buy
708
+148
+26% +$13.6K 0.06% 197
2021
Q4
$57K Buy
+560
New +$55.8K 0.05% 210

Other funds holding XLY

Tilia Fiduciary Partners's XLY Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2023, closing a stake of 560 shares — an estimated $47.6K sold.

Tilia Fiduciary Partners first reported a position in XLY in Q4 2021 and held it in 7 quarters. The position peaked at $65K in Q1 2022. 1,044 funds tracked by Wall St. Rank hold XLY as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 560 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2023, an estimated $47.6K.
  • Tilia Fiduciary Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $65K in Q1 2022.
  • 1,044 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.