Integrated Wealth Management (Palm Desert)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
SGI
Integrated Wealth Management (Palm Desert)'s XLY Position: Q1 2017 in Review
Integrated Wealth Management (Palm Desert) increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.7% in Q1 2017, buying an estimated $17.3K and bringing the position to 7,514 shares worth $330K. The position accounts for 0.11% of the portfolio, ranked #176.
Integrated Wealth Management (Palm Desert) first reported a position in XLY in Q1 2015 and has held it in 9 quarters since. 511 funds tracked by Wall St. Rank hold XLY as of Q1 2017.
- Integrated Wealth Management (Palm Desert) held 7,514 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $330K as of Q1 2017.
- Integrated Wealth Management (Palm Desert) bought 404 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2017, an estimated $17.3K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #176 holding.
- Integrated Wealth Management (Palm Desert) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and has held it in 9 quarters since.
- 511 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2017.
Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.