Intellectus Partners’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
-1,060
Closed -$62K 536
2018
Q3
$62K Sell
1,060
-876
-45% -$49.9K 0.02% 325
2018
Q2
$106K Sell
1,936
-720
-27% -$38K 0.04% 276
2018
Q1
$135K Hold
2,656
0.05% 259
2017
Q4
$131K Hold
2,656
0.05% 259
2017
Q3
$120K Buy
2,656
+876
+49% +$39.4K 0.05% 278
2017
Q2
$80K Buy
+1,780
New +$79.7K 0.04% 306

Other funds holding XLY

Intellectus Partners's XLY Position: Q4 2018 in Review

Intellectus Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2018, closing a stake of 1,060 shares — an estimated $62K sold.

Intellectus Partners first reported a position in XLY in Q2 2017 and held it in 6 quarters. The position peaked at $135K in Q1 2018. 689 funds tracked by Wall St. Rank hold XLY as of Q4 2018.

  • Intellectus Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Intellectus Partners sold 1,060 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2018, an estimated $62K.
  • Intellectus Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2017 and held it in 6 quarters.
  • Intellectus Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $135K in Q1 2018.
  • 689 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.