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Legacy Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Legacy Advisors’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-208
Closed -$12K – 338
2019
Q2 		$12K Hold
208
– – 0.01% 295
2019
Q1 		$12K Buy
+208
New +$11.3K ﹤0.01% 317

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Legacy Advisors's XLY Position: Q3 2019 in Review

Legacy Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2019, closing a stake of 208 shares — an estimated $12K sold.

Legacy Advisors first reported a position in XLY in Q1 2019 and held it in 2 quarters. The position peaked at $12K in Q2 2019. 730 funds tracked by Wall St. Rank hold XLY as of Q3 2019.

  • Legacy Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 208 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2019, an estimated $12K.
  • Legacy Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and held it in 2 quarters.
  • Legacy Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $12K in Q2 2019.
  • 730 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.