L.J. Altfest & Co’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
2019
Q1
Sell
-6,036
Closed -$299K 192
2018
Q4
$299K Sell
6,036
-1,042
-15% -$55.1K 0.08% 115
2018
Q3
$415K Sell
7,078
-258
-4% -$14.7K 0.12% 117
2018
Q2
$401K Sell
7,336
-14,132
-66% -$747K 0.15% 114
2018
Q1
$1.09M Sell
21,468
-13,912
-39% -$725K 0.47% 49
2017
Q4
$1.75M Buy
35,380
+2,230
+7% +$105K 0.66% 31
2017
Q3
$1.49M Sell
33,150
-2,106
-6% -$94.7K 0.73% 33
2017
Q2
$1.58M Buy
+35,256
New +$1.58M 0.95% 28

Other funds holding XLY

L.J. Altfest & Co's XLY Position: Q1 2019 in Review

L.J. Altfest & Co sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2019, closing a stake of 6,036 shares — an estimated $299K sold.

L.J. Altfest & Co first reported a position in XLY in Q2 2017 and held it in 7 quarters. The position peaked at $1.75M in Q4 2017. 712 funds tracked by Wall St. Rank hold XLY as of Q1 2019.

  • L.J. Altfest & Co reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
  • L.J. Altfest & Co sold 6,036 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2019, an estimated $299K.
  • L.J. Altfest & Co first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2017 and held it in 7 quarters.
  • L.J. Altfest & Co's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.75M in Q4 2017.
  • 712 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2019.

Based on L.J. Altfest & Co's 13F filing for Q1 2019, filed 5 Apr 2019.