Tradition Wealth 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
Q2
Sell
-36
Closed -$3K 1158
2022
Q1
$3K Sell
36
-760
-95% -$69.6K ﹤0.01% 1130
2021
Q4
$81K Buy
+796
New +$79.3K 0.01% 439

Other funds holding XLY

Tradition Wealth Management's XLY Position: Q2 2022 in Review

Tradition Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2022, closing a stake of 36 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in XLY in Q4 2021 and held it in 2 quarters. The position peaked at $81K in Q4 2021. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

  • Tradition Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 36 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $3K.
  • Tradition Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • Tradition Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $81K 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 Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.