Laird Norton Wetherby Wealth Management’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
Q1
Sell
-1,676
Closed -$83K 701
2017
Q4
$83K Hold
1,676
0.01% 638
2017
Q3
$75K Buy
+1,676
New +$75.4K 0.01% 612
2015
Q3
Sell
-1,676
Closed -$64K 506
2015
Q2
$64K Buy
+1,676
New +$64.1K 0.02% 477

Other funds holding XLY

Laird Norton Wetherby Wealth Management's XLY Position: Q1 2018 in Review

Laird Norton Wetherby Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2018, closing a stake of 1,676 shares — an estimated $83K sold.

Laird Norton Wetherby Wealth Management first reported a position in XLY in Q2 2015 and held it in 3 quarters. The position peaked at $83K in Q4 2017. 627 funds tracked by Wall St. Rank hold XLY as of Q1 2018.

  • Laird Norton Wetherby Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 1,676 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2018, an estimated $83K.
  • Laird Norton Wetherby Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2015 and held it in 3 quarters.
  • Laird Norton Wetherby Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $83K in Q4 2017.
  • 627 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.