Acorn Wealth 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
2018
Q3
Sell
-884
Closed -$49K 460
2018
Q2
$49K Hold
884
0.04% 277
2018
Q1
$46K Buy
884
+580
+191% +$30.2K 0.04% 284
2017
Q4
$15K Buy
+304
New +$14.3K 0.01% 429

Other funds holding XLY

Acorn Wealth Advisors's XLY Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2018, closing a stake of 884 shares — an estimated $49K sold.

Acorn Wealth Advisors first reported a position in XLY in Q4 2017 and held it in 3 quarters. The position peaked at $49K in Q2 2018. 669 funds tracked by Wall St. Rank hold XLY as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 884 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2018, an estimated $49K.
  • Acorn Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $49K in Q2 2018.
  • 669 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.