ARS 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
2017
Q3
– Sell
-9,276
Closed -$416K – 126
2017
Q2
$416K Buy
9,276
+1,846
+25% +$82.7K 0.17% 73
2017
Q1
$327K Buy
+7,430
New +$318K 0.14% 82

Other funds holding XLY

ARS Wealth Advisors's XLY Position: Q3 2017 in Review

ARS Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2017, closing a stake of 9,276 shares — an estimated $416K sold.

ARS Wealth Advisors first reported a position in XLY in Q1 2017 and held it in 2 quarters. The position peaked at $416K in Q2 2017. 512 funds tracked by Wall St. Rank hold XLY as of Q3 2017.

  • ARS Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
  • ARS Wealth Advisors sold 9,276 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2017, an estimated $416K.
  • ARS Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2017 and held it in 2 quarters.
  • ARS Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $416K in Q2 2017.
  • 512 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2017.

Based on ARS Wealth Advisors's 13F filing for Q3 2017, filed 11 Jun 2021.