Catamount 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
2019
Q1
$12K Sell
204
-42
-17% -$2.28K 0.01% 135
2018
Q4
$13K Buy
+246
New +$13K 0.01% 128

Other funds holding XLY

Catamount Wealth Management's XLY Position: Q1 2019 in Review

Catamount Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 17% in Q1 2019, selling an estimated $2.28K and leaving 204 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #135.

Catamount Wealth Management first reported a position in XLY in Q4 2018 and has held it in 2 quarters since. The position peaked at $13K in Q4 2018. 712 funds tracked by Wall St. Rank hold XLY as of Q1 2019.

  • Catamount Wealth Management held 204 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $12K as of Q1 2019.
  • Catamount Wealth Management sold 42 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2019, an estimated $2.28K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #135 holding.
  • Catamount Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 2 quarters since.
  • Catamount Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $13K in Q4 2018.
  • 712 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.