Lake Point Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
SGI
CM
Lake Point Wealth Management's XLY Position: Q1 2020 in Review
Lake Point Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2020 at 86 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #209.
Lake Point Wealth Management first reported a position in XLY in Q4 2018 and has held it in 5 quarters since. The position peaked at $614K in Q4 2018. 726 funds tracked by Wall St. Rank hold XLY as of Q1 2020.
- Lake Point Wealth Management held 86 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4K as of Q1 2020.
- Lake Point Wealth Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2020.
- State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #209 holding.
- Lake Point Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 5 quarters since.
- Lake Point Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $614K in Q4 2018.
- 726 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2020.
Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.