Woodmont Investment Counsel’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
2024
Q2
Sell
-442
Closed -$40.6K 372
2024
Q1
$40.6K Buy
+442
New +$39.4K ﹤0.01% 307
2016
Q4
Sell
-96
Closed -$4K 629
2016
Q3
$4K Buy
+96
New +$3.87K ﹤0.01% 588
2016
Q2
Sell
-1,196
Closed -$47K 460
2016
Q1
$47K Hold
1,196
0.01% 268
2015
Q4
$47K Buy
1,196
+1,100
+1,146% +$43.6K 0.01% 270
2015
Q3
$4K Hold
96
﹤0.01% 479
2015
Q2
$4K Buy
+96
New +$3.67K ﹤0.01% 481

Other funds holding XLY

Woodmont Investment Counsel's XLY Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2024, closing a stake of 442 shares — an estimated $40.6K sold.

Woodmont Investment Counsel first reported a position in XLY in Q2 2015 and held it in 6 quarters. The position peaked at $47K in Q1 2016. 1,117 funds tracked by Wall St. Rank hold XLY as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 442 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2024, an estimated $40.6K.
  • Woodmont Investment Counsel first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2015 and held it in 6 quarters.
  • Woodmont Investment Counsel's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $47K in Q1 2016.
  • 1,117 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.