IMA Advisory Services’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
-48
Closed -$3K 355
2018
Q3
$3K Hold
48
﹤0.01% 290
2018
Q2
$3K Buy
+48
New +$2.54K ﹤0.01% 385

Other funds holding XLY

IMA Advisory Services's XLY Position: Q4 2018 in Review

IMA Advisory Services sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2018, closing a stake of 48 shares — an estimated $3K sold.

IMA Advisory Services first reported a position in XLY in Q2 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 689 funds tracked by Wall St. Rank hold XLY as of Q4 2018.

  • IMA Advisory Services reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • IMA Advisory Services sold 48 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2018, an estimated $3K.
  • IMA Advisory Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and held it in 2 quarters.
  • IMA Advisory Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3K in Q3 2018.
  • 689 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2018.

Based on IMA Advisory Services's 13F filing for Q4 2018, filed 15 Jan 2019.