Doyle 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
Q3
Sell
-2,804
Closed -$167K 787
2019
Q2
$167K Buy
+2,804
New +$164K 0.02% 210
2019
Q1
Sell
-2,994
Closed -$148K 777
2018
Q4
$148K Buy
+2,994
New +$158K 0.03% 206

Other funds holding XLY

Doyle Wealth Management's XLY Position: Q3 2019 in Review

Doyle Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2019, closing a stake of 2,804 shares — an estimated $167K sold.

Doyle Wealth Management first reported a position in XLY in Q4 2018 and held it in 2 quarters. The position peaked at $167K in Q2 2019. 730 funds tracked by Wall St. Rank hold XLY as of Q3 2019.

  • Doyle Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 2,804 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2019, an estimated $167K.
  • Doyle Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $167K in Q2 2019.
  • 730 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.