ERTS Wealth Advisors’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
Sell
-122
Closed -$6K 312
2018
Q4
$6K Buy
+122
New +$6.45K ﹤0.01% 267

Other funds holding XLY

ERTS Wealth Advisors's XLY Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2019, closing a stake of 122 shares — an estimated $6K sold.

ERTS Wealth Advisors first reported a position in XLY in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 712 funds tracked by Wall St. Rank hold XLY as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 122 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2019, an estimated $6K.
  • ERTS Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6K 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 ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.