Burt 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
2020
Q2
Sell
-162
Closed -$8K 450
2020
Q1
$8K Buy
+162
New +$9.56K ﹤0.01% 283

Other funds holding XLY

Burt Wealth Advisors's XLY Position: Q2 2020 in Review

Burt Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2020, closing a stake of 162 shares — an estimated $8K sold.

Burt Wealth Advisors first reported a position in XLY in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 776 funds tracked by Wall St. Rank hold XLY as of Q2 2020.

  • Burt Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 162 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2020, an estimated $8K.
  • Burt Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and held it in 1 quarter.
  • Burt Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8K in Q1 2020.
  • 776 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.