Dynasty 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
-4,368
Closed -$256K 112
2018
Q3
$256K Buy
4,368
+180
+4% +$10.3K 0.33% 90
2018
Q2
$229K Buy
4,188
+74
+2% +$3.91K 0.47% 57
2018
Q1
$208K Sell
4,114
-1,492
-27% -$77.8K 0.09% 61
2017
Q4
$277K Buy
+5,606
New +$264K 0.48% 71

Other funds holding XLY

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

Dynasty Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2018, closing a stake of 4,368 shares — an estimated $256K sold.

Dynasty Wealth Management first reported a position in XLY in Q4 2017 and held it in 4 quarters. The position peaked at $277K in Q4 2017. 689 funds tracked by Wall St. Rank hold XLY as of Q4 2018.

  • Dynasty Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 4,368 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2018, an estimated $256K.
  • Dynasty Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and held it in 4 quarters.
  • Dynasty Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $277K in Q4 2017.
  • 689 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.