CapWealth 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
2015
Q3
Sell
-1,200
Closed -$46K 297
2015
Q2
$46K Buy
+1,200
New +$45.9K 0.01% 126

Other funds holding XLY

CapWealth Advisors's XLY Position: Q3 2015 in Review

CapWealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2015, closing a stake of 1,200 shares — an estimated $46K sold.

CapWealth Advisors first reported a position in XLY in Q2 2015 and held it in 1 quarter. The position peaked at $46K in Q2 2015. 428 funds tracked by Wall St. Rank hold XLY as of Q3 2015.

  • CapWealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2015 after selling out during the quarter.
  • CapWealth Advisors sold 1,200 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2015, an estimated $46K.
  • CapWealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2015 and held it in 1 quarter.
  • CapWealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $46K in Q2 2015.
  • 428 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2015.

Based on CapWealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.