Gary Goldberg Planning Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
EA
MAA
CI
FSIM
Gary Goldberg Planning Services's XLY Position: Q4 2014 in Review
Gary Goldberg Planning Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 20% in Q4 2014, buying an estimated $6.86K and bringing the position to 1,200 shares worth $43K. The position accounts for 0.02% of the portfolio, ranked #234.
Gary Goldberg Planning Services first reported a position in XLY in Q2 2013 and has held it in 5 quarters since. The position peaked at $909K in Q2 2013. 403 funds tracked by Wall St. Rank hold XLY as of Q4 2014.
- Gary Goldberg Planning Services held 1,200 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $43K as of Q4 2014.
- Gary Goldberg Planning Services bought 200 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2014, an estimated $6.86K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #234 holding.
- Gary Goldberg Planning Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 5 quarters since.
- Gary Goldberg Planning Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $909K in Q2 2013.
- 403 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2014.
Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.