Wilbanks Smith & Thomas Asset 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
2023
Q2
Sell
-3,994
Closed -$299K 535
2023
Q1
$299K Buy
+3,994
New +$286K 0.01% 402
2018
Q4
Sell
-210
Closed -$12K 1324
2018
Q3
$12K Buy
+210
New +$12K ﹤0.01% 1005
2017
Q4
Sell
-11,106
Closed -$500K 364
2017
Q3
$500K Buy
11,106
+3,916
+54% +$176K 0.04% 192
2017
Q2
$322K Buy
+7,190
New +$322K 0.03% 231
2017
Q1
Sell
-7,820
Closed -$318K 345
2016
Q4
$318K Buy
+7,820
New +$316K 0.03% 215

Other funds holding XLY

Wilbanks Smith & Thomas Asset Management's XLY Position: Q2 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2023, closing a stake of 3,994 shares — an estimated $299K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in XLY in Q4 2016 and held it in 5 quarters. The position peaked at $500K in Q3 2017. 1,031 funds tracked by Wall St. Rank hold XLY as of Q2 2023.

  • Wilbanks Smith & Thomas Asset Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 3,994 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2023, an estimated $299K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and held it in 5 quarters.
  • Wilbanks Smith & Thomas Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $500K in Q3 2017.
  • 1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.