Destination 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
2018
Q4
Sell
-366
Closed -$21K 715
2018
Q3
$21K Buy
366
+288
+369% +$16.4K ﹤0.01% 394
2018
Q2
$4K Buy
+78
New +$4.12K ﹤0.01% 456
2015
Q3
Sell
-110,754
Closed -$4.24M 228
2015
Q2
$4.24M Buy
+110,754
New +$4.24M 0.28% 69

Other funds holding XLY

Destination Wealth Management's XLY Position: Q4 2018 in Review

Destination Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2018, closing a stake of 366 shares — an estimated $21K sold.

Destination Wealth Management first reported a position in XLY in Q2 2015 and held it in 3 quarters. The position peaked at $4.24M in Q2 2015. 689 funds tracked by Wall St. Rank hold XLY as of Q4 2018.

  • Destination Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 366 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2018, an estimated $21K.
  • Destination Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2015 and held it in 3 quarters.
  • Destination Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.24M in Q2 2015.
  • 689 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.