Bridgeworth’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
Q3
Sell
-90
Closed -$4K 559
2018
Q2
$4K Buy
+90
New +$4.76K ﹤0.01% 530

Other funds holding XLY

Bridgeworth's XLY Position: Q3 2018 in Review

Bridgeworth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2018, closing a stake of 90 shares — an estimated $4K sold.

Bridgeworth first reported a position in XLY in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 669 funds tracked by Wall St. Rank hold XLY as of Q3 2018.

  • Bridgeworth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 90 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2018, an estimated $4K.
  • Bridgeworth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4K in Q2 2018.
  • 669 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.