Independent Portfolio Consultants’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
2016
Q3
Sell
-2,340
Closed -$91K 758
2016
Q2
$91K Buy
2,340
+680
+41% +$26.8K 0.03% 463
2016
Q1
$66K Sell
1,660
-320
-16% -$11.9K 0.02% 535
2015
Q4
$77K Hold
1,980
0.02% 511
2015
Q3
$74K Hold
1,980
0.02% 511
2015
Q2
$76K Hold
1,980
0.02% 552
2015
Q1
$75K Sell
1,980
-490
-20% -$18K 0.02% 540
2014
Q4
$89K Buy
2,470
+980
+66% +$33.6K 0.02% 538
2014
Q3
$50K Buy
+1,490
New +$50.4K 0.01% 631

Other funds holding XLY

Independent Portfolio Consultants's XLY Position: Q3 2016 in Review

Independent Portfolio Consultants sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2016, closing a stake of 2,340 shares — an estimated $91K sold.

Independent Portfolio Consultants first reported a position in XLY in Q3 2014 and held it in 8 quarters. The position peaked at $91K in Q2 2016. 440 funds tracked by Wall St. Rank hold XLY as of Q3 2016.

  • Independent Portfolio Consultants reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 2,340 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2016, an estimated $91K.
  • Independent Portfolio Consultants first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2014 and held it in 8 quarters.
  • Independent Portfolio Consultants's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $91K in Q2 2016.
  • 440 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2016.

Based on Independent Portfolio Consultants's 13F filing for Q3 2016, filed 5 Oct 2016.