US Financial 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
2021
Q2
Sell
-3,610
Closed -$303K 145
2021
Q1
$303K Buy
3,610
+234
+7% +$19.5K 0.08% 116
2020
Q4
$271K Buy
+3,376
New +$260K 0.08% 104
2016
Q2
Sell
-1,616
Closed -$64K 408
2016
Q1
$64K Sell
1,616
-132,302
-99% -$4.93M 0.11% 80
2015
Q4
$5.23M Buy
133,918
+131,094
+4,642% +$5.2M 4.97% 8
2015
Q3
$105K Sell
2,824
-166,760
-98% -$6.41M 0.17% 66
2015
Q2
$6.49M Sell
169,584
-3,306
-2% -$126K 6.12% 2
2015
Q1
$6.51M Sell
172,890
-10,660
-6% -$392K 5.92% 2
2014
Q4
$6.62M Buy
+183,550
New +$6.29M 5.91% 4

Other funds holding XLY

US Financial Advisors's XLY Position: Q2 2021 in Review

US Financial Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2021, closing a stake of 3,610 shares — an estimated $303K sold.

US Financial Advisors first reported a position in XLY in Q4 2014 and held it in 8 quarters. The position peaked at $6.62M in Q4 2014. 955 funds tracked by Wall St. Rank hold XLY as of Q2 2021.

  • US Financial Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • US Financial Advisors sold 3,610 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2021, an estimated $303K.
  • US Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and held it in 8 quarters.
  • US Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.62M in Q4 2014.
  • 955 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.