Blue Chip 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
2020
Q3
$266K Buy
3,626
+4
+0.1% +$283 0.21% 88
2020
Q2
$231K Buy
+3,622
New +$214K 0.22% 87
2020
Q1
Sell
-3,612
Closed -$227K 109
2019
Q4
$227K Buy
3,612
+4
+0.1% +$243 0.21% 95
2019
Q3
$218K Buy
3,608
+6
+0.2% +$362 0.23% 95
2019
Q2
$215K Buy
3,602
+4
+0.1% +$234 0.23% 94
2019
Q1
$205K Buy
+3,598
New +$195K 0.23% 89
2018
Q4
Sell
-3,586
Closed -$210K 99
2018
Q3
$210K Buy
+3,586
New +$204K 0.21% 96

Other funds holding XLY

Blue Chip Wealth Management's XLY Position: Q3 2020 in Review

Blue Chip Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.11% in Q3 2020, buying an estimated $283 and bringing the position to 3,626 shares worth $266K. The position accounts for 0.21% of the portfolio, ranked #88.

Blue Chip Wealth Management first reported a position in XLY in Q3 2018 and has held it in 7 quarters since. 815 funds tracked by Wall St. Rank hold XLY as of Q3 2020.

  • Blue Chip Wealth Management held 3,626 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $266K as of Q3 2020.
  • Blue Chip Wealth Management bought 4 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2020, an estimated $283.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.21% of Blue Chip Wealth Management's portfolio in Q3 2020, its #88 holding.
  • Blue Chip Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2018 and has held it in 7 quarters since.
  • 815 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.