LBA Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
SGI
LBA Wealth Management's XLY Position: Q1 2017 in Review
LBA Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 16% in Q1 2017, selling an estimated $37.4K and leaving 4,494 shares worth $198K. The position accounts for 0.1% of the portfolio, ranked #105.
LBA Wealth Management first reported a position in XLY in Q4 2013 and has held it in 14 quarters since. The position peaked at $277K in Q4 2015. 511 funds tracked by Wall St. Rank hold XLY as of Q1 2017.
- LBA Wealth Management held 4,494 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $198K as of Q1 2017.
- LBA Wealth Management sold 874 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2017, an estimated $37.4K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of LBA Wealth Management's portfolio in Q1 2017, its #105 holding.
- LBA Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and has held it in 14 quarters since.
- LBA Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $277K in Q4 2015.
- 511 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2017.
Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.