Investors Capital 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
2016
Q2
$330K Sell
8,472
-482
-5% -$19K 0.06% 393
2016
Q1
$354K Sell
8,954
-844
-9% -$31.4K 0.07% 365
2015
Q4
$382K Sell
9,798
-1,300
-12% -$51.6K 0.07% 369
2015
Q3
$412K Buy
11,098
+1,860
+20% +$71.5K 0.08% 341
2015
Q2
$353K Hold
9,238
0.06% 415
2015
Q1
$348K Buy
9,238
+1,584
+21% +$58.2K 0.06% 413
2014
Q4
$276K Sell
7,654
-1,086
-12% -$37.2K 0.05% 470
2014
Q3
$291K Hold
8,740
0.06% 441
2014
Q2
$291K Buy
8,740
+1,248
+17% +$40.5K 0.05% 481
2014
Q1
$242K Sell
7,492
-512
-6% -$16.7K 0.05% 465
2013
Q4
$267K Buy
+8,004
New +$255K 0.06% 408

Other funds holding XLY

Investors Capital Advisory Services's XLY Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.4% in Q2 2016, selling an estimated $19K and leaving 8,472 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #393.

Investors Capital Advisory Services first reported a position in XLY in Q4 2013 and has held it in 11 quarters since. The position peaked at $412K in Q3 2015. 441 funds tracked by Wall St. Rank hold XLY as of Q2 2016.

  • Investors Capital Advisory Services held 8,472 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $330K as of Q2 2016.
  • Investors Capital Advisory Services sold 482 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2016, an estimated $19K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of Investors Capital Advisory Services's portfolio in Q2 2016, its #393 holding.
  • Investors Capital Advisory Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and has held it in 11 quarters since.
  • Investors Capital Advisory Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $412K in Q3 2015.
  • 441 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.