Clearstead Trust’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
Q1
Sell
-218
Closed -$11K 197
2017
Q4
$11K Hold
218
0.01% 178
2017
Q3
$10K Hold
218
0.01% 195
2017
Q2
$10K Buy
+218
New +$9.76K 0.01% 211

Other funds holding XLY

Clearstead Trust's XLY Position: Q1 2018 in Review

Clearstead Trust sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2018, closing a stake of 218 shares — an estimated $11K sold.

Clearstead Trust first reported a position in XLY in Q2 2017 and held it in 3 quarters. The position peaked at $11K in Q4 2017. 627 funds tracked by Wall St. Rank hold XLY as of Q1 2018.

  • Clearstead Trust reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
  • Clearstead Trust sold 218 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2018, an estimated $11K.
  • Clearstead Trust first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2017 and held it in 3 quarters.
  • Clearstead Trust's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $11K in Q4 2017.
  • 627 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2018.

Based on Clearstead Trust's 13F filing for Q1 2018, filed 15 May 2018.