Windsor Wealth 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
2022
Q2
Sell
-3,528
Closed -$317K 239
2022
Q1
$317K Sell
3,528
-210
-6% -$19.2K 0.06% 184
2021
Q4
$391K Sell
3,738
-352
-9% -$35.1K 0.07% 168
2021
Q3
$370K Buy
4,090
+170
+4% +$15.4K 0.08% 168
2021
Q2
$350K Sell
3,920
-70
-2% -$6.1K 0.08% 167
2021
Q1
$335K Buy
3,990
+108
+3% +$8.98K 0.08% 167
2020
Q4
$312K Sell
3,882
-64
-2% -$4.93K 0.08% 163
2020
Q3
$296K Sell
3,946
-2,724
-41% -$193K 0.09% 161
2020
Q2
$426K Buy
6,670
+1,988
+42% +$117K 0.14% 135
2020
Q1
$230K Buy
+4,682
New +$276K 0.09% 160

Other funds holding XLY

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

Windsor Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2022, closing a stake of 3,528 shares — an estimated $317K sold.

Windsor Wealth Management first reported a position in XLY in Q1 2020 and held it in 9 quarters. The position peaked at $426K in Q2 2020. 943 funds tracked by Wall St. Rank hold XLY as of Q2 2022.

  • Windsor Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 3,528 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2022, an estimated $317K.
  • Windsor Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and held it in 9 quarters.
  • Windsor Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $426K in Q2 2020.
  • 943 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.