Litman Gregory 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
Q4
Sell
-60
Closed -$4K 160
2018
Q3
$4K Hold
60
﹤0.01% 106
2018
Q2
$3K Hold
60
﹤0.01% 90
2018
Q1
$3K Buy
+60
New +$3.13K ﹤0.01% 160

Other funds holding XLY

Litman Gregory Wealth Management's XLY Position: Q4 2018 in Review

Litman Gregory Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2018, closing a stake of 60 shares — an estimated $4K sold.

Litman Gregory Wealth Management first reported a position in XLY in Q1 2018 and held it in 3 quarters. The position peaked at $4K in Q3 2018. 689 funds tracked by Wall St. Rank hold XLY as of Q4 2018.

  • Litman Gregory Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 60 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2018, an estimated $4K.
  • Litman Gregory Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and held it in 3 quarters.
  • Litman Gregory Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4K in Q3 2018.
  • 689 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.