BTR Capital 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
2015
Q2
Sell
-7,850
Closed -$296K 161
2015
Q1
$296K Hold
7,850
0.07% 128
2014
Q4
$283K Sell
7,850
-7,000
-47% -$240K 0.08% 112
2014
Q3
$495K Buy
14,850
+350
+2% +$11.8K 0.14% 92
2014
Q2
$484K Buy
14,500
+1,350
+10% +$43.8K 0.13% 91
2014
Q1
$426K Buy
13,150
+2,550
+24% +$83.1K 0.12% 98
2013
Q4
$354K Buy
+10,600
New +$337K 0.1% 105

Other funds holding XLY

BTR Capital Management's XLY Position: Q2 2015 in Review

BTR Capital Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2015, closing a stake of 7,850 shares — an estimated $296K sold.

BTR Capital Management first reported a position in XLY in Q4 2013 and held it in 6 quarters. The position peaked at $495K in Q3 2014. 433 funds tracked by Wall St. Rank hold XLY as of Q2 2015.

  • BTR Capital Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2015 after selling out during the quarter.
  • BTR Capital Management sold 7,850 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2015, an estimated $296K.
  • BTR Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and held it in 6 quarters.
  • BTR Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $495K in Q3 2014.
  • 433 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2015.

Based on BTR Capital Management's 13F filing for Q2 2015, filed 13 Jul 2015.