TrueWealth 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
-3,866
Closed -$395K 197
2022
Q1
$395K Hold
3,866
0.18% 111
2021
Q4
$395K Buy
3,866
+170
+5% +$16.9K 0.18% 111
2021
Q3
$332K Buy
3,696
+228
+7% +$20.7K 0.19% 96
2021
Q2
$310K Buy
3,468
+1,062
+44% +$92.5K 0.18% 96
2021
Q1
$211K Buy
+2,406
New +$200K 0.14% 116

Other funds holding XLY

TrueWealth Advisors's XLY Position: Q2 2022 in Review

TrueWealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2022, closing a stake of 3,866 shares — an estimated $395K sold.

TrueWealth Advisors first reported a position in XLY in Q1 2021 and held it in 5 quarters. The position peaked at $395K in Q1 2022. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

  • TrueWealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • TrueWealth Advisors sold 3,866 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $395K.
  • TrueWealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and held it in 5 quarters.
  • TrueWealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $395K in Q1 2022.
  • 943 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2022.

Based on TrueWealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.