Ballew 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
Q4
Sell
-840
Closed -$43K 447
2018
Q3
$43K Hold
840
0.04% 170
2018
Q2
$46K Hold
840
0.05% 162
2018
Q1
$43K Buy
+840
New +$43.8K 0.04% 174

Other funds holding XLY

Ballew Advisors's XLY Position: Q4 2018 in Review

Ballew Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2018, closing a stake of 840 shares — an estimated $43K sold.

Ballew Advisors first reported a position in XLY in Q1 2018 and held it in 3 quarters. The position peaked at $46K in Q2 2018. 689 funds tracked by Wall St. Rank hold XLY as of Q4 2018.

  • Ballew Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 840 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2018, an estimated $43K.
  • Ballew Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $46K in Q2 2018.
  • 689 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.