Braver 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
2016
Q2
Sell
-123,676
Closed -$4.89M 160
2016
Q1
$4.89M Sell
123,676
-286,536
-70% -$10.7M 0.81% 34
2015
Q4
$16M Sell
410,212
-17,926
-4% -$711K 3.3% 7
2015
Q3
$15.9M Buy
428,138
+211,378
+98% +$8.12M 3.94% 6
2015
Q2
$8.29M Buy
+216,760
New +$8.29M 2.02% 11
2014
Q1
Sell
-86,610
Closed -$2.9M 87
2013
Q4
$2.9M Sell
86,610
-8,100
-9% -$258K 1% 19
2013
Q3
$2.87M Buy
94,710
+10,464
+12% +$310K 0.99% 20
2013
Q2
$2.38M Buy
+84,246
New +$2.33M 1.09% 16

Other funds holding XLY

Braver Wealth Management's XLY Position: Q2 2016 in Review

Braver Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2016, closing a stake of 123,676 shares — an estimated $4.89M sold.

Braver Wealth Management first reported a position in XLY in Q2 2013 and held it in 7 quarters. The position peaked at $16M in Q4 2015. 441 funds tracked by Wall St. Rank hold XLY as of Q2 2016.

  • Braver Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2016 after selling out during the quarter.
  • Braver Wealth Management sold 123,676 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2016, an estimated $4.89M.
  • Braver Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and held it in 7 quarters.
  • Braver Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $16M in Q4 2015.
  • 441 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2016.

Based on Braver Wealth Management's 13F filing for Q2 2016, filed 13 Jul 2016.