Alpha Omega 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
2017
Q4
Sell
-558
Closed -$25K 479
2017
Q3
$25K Buy
+558
New +$25.1K 0.01% 276

Other funds holding XLY

Alpha Omega Wealth Management's XLY Position: Q4 2017 in Review

Alpha Omega Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2017, closing a stake of 558 shares — an estimated $25K sold.

Alpha Omega Wealth Management first reported a position in XLY in Q3 2017 and held it in 1 quarter. The position peaked at $25K in Q3 2017. 607 funds tracked by Wall St. Rank hold XLY as of Q4 2017.

  • Alpha Omega Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 558 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2017, an estimated $25K.
  • Alpha Omega Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2017 and held it in 1 quarter.
  • Alpha Omega Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $25K in Q3 2017.
  • 607 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2017.

Based on Alpha Omega Wealth Management's 13F filing for Q4 2017, filed 6 Feb 2018.