Beacon Pointe 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
2019
Q4
Sell
-5,986
Closed -$361K 293
2019
Q3
$361K Buy
+5,986
New +$361K 0.08% 187

Other funds holding XLY

Beacon Pointe Wealth Advisors's XLY Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2019, closing a stake of 5,986 shares — an estimated $361K sold.

Beacon Pointe Wealth Advisors first reported a position in XLY in Q3 2019 and held it in 1 quarter. The position peaked at $361K in Q3 2019. 809 funds tracked by Wall St. Rank hold XLY as of Q4 2019.

  • Beacon Pointe Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 5,986 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2019, an estimated $361K.
  • Beacon Pointe Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2019 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $361K in Q3 2019.
  • 809 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.