Tru Independence Asset Management 2’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
2021
Q2
Sell
-11,016
Closed -$926K 125
2021
Q1
$926K Sell
11,016
-15,520
-58% -$1.29M 0.73% 33
2020
Q4
$2.13M Buy
+26,536
New +$2.05M 1.8% 18

Other funds holding XLY

Tru Independence Asset Management 2's XLY Position: Q2 2021 in Review

Tru Independence Asset Management 2 sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2021, closing a stake of 11,016 shares — an estimated $926K sold.

Tru Independence Asset Management 2 first reported a position in XLY in Q4 2020 and held it in 2 quarters. The position peaked at $2.13M in Q4 2020. 955 funds tracked by Wall St. Rank hold XLY as of Q2 2021.

  • Tru Independence Asset Management 2 reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 11,016 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2021, an estimated $926K.
  • Tru Independence Asset Management 2 first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
  • Tru Independence Asset Management 2's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.13M in Q4 2020.
  • 955 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2021, filed 21 Jul 2021.