Independence 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
2020
Q3
$88K Sell
1,200
-48
-4% -$3.4K 0.02% 110
2020
Q2
$80K Sell
1,248
-58
-4% -$3.42K 0.02% 110
2020
Q1
$64K Buy
1,306
+72
+6% +$4.25K 0.02% 102
2019
Q4
$77K Buy
+1,234
New +$75.1K 0.02% 115

Other funds holding XLY

Independence Advisors's XLY Position: Q3 2020 in Review

Independence Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.8% in Q3 2020, selling an estimated $3.4K and leaving 1,200 shares worth $88K. The position accounts for 0.02% of the portfolio, ranked #110.

Independence Advisors first reported a position in XLY in Q4 2019 and has held it in 4 quarters since. 815 funds tracked by Wall St. Rank hold XLY as of Q3 2020.

  • Independence Advisors held 1,200 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $88K as of Q3 2020.
  • Independence Advisors sold 48 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2020, an estimated $3.4K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Independence Advisors's portfolio in Q3 2020, its #110 holding.
  • Independence Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 4 quarters since.
  • 815 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.