TPB Wealth Advisors’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
Q2
Sell
-4,026
Closed -$379K 53
2022
Q1
$379K Sell
4,026
-43,076
-91% -$3.95M 0.14% 36
2021
Q4
$4.79M Buy
+47,102
New +$4.69M 2.33% 11

Other funds holding XLY

TPB Wealth Advisors's XLY Position: Q2 2022 in Review

TPB Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2022, closing a stake of 4,026 shares — an estimated $379K sold.

TPB Wealth Advisors first reported a position in XLY in Q4 2021 and held it in 2 quarters. The position peaked at $4.79M in Q4 2021. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

  • TPB Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • TPB Wealth Advisors sold 4,026 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $379K.
  • TPB Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • TPB Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.79M in Q4 2021.
  • 943 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2022.

Based on TPB Wealth Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.