Wealth Management Solutions’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
-2,862
Closed -$265K 114
2022
Q1
$265K Sell
2,862
-162
-5% -$14.8K 0.14% 91
2021
Q4
$309K Buy
+3,024
New +$301K 0.16% 88

Other funds holding XLY

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

Wealth Management Solutions sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2022, closing a stake of 2,862 shares — an estimated $265K sold.

Wealth Management Solutions first reported a position in XLY in Q4 2021 and held it in 2 quarters. The position peaked at $309K in Q4 2021. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

  • Wealth Management Solutions reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 2,862 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $265K.
  • Wealth Management Solutions first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • Wealth Management Solutions's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $309K 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 Wealth Management Solutions's 13F filing for Q2 2022, filed 1 Aug 2022.