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Mark Sheptoff Financial Planning’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Mark Sheptoff Financial Planning’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
-30
Closed -$2K – 396
2019
Q2 		$2K Hold
30
– – ﹤0.01% 328
2019
Q1 		$2K Buy
+30
New +$1.63K ﹤0.01% 330
2016
Q1 		– Sell
-400
Closed -$16K – 405
2015
Q4 		$16K Buy
+400
New +$15.9K 0.01% 238

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

Mark Sheptoff Financial Planning's XLY Position: Q3 2019 in Review

Mark Sheptoff Financial Planning sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2019, closing a stake of 30 shares — an estimated $2K sold.

Mark Sheptoff Financial Planning first reported a position in XLY in Q4 2015 and held it in 3 quarters. The position peaked at $16K in Q4 2015. 730 funds tracked by Wall St. Rank hold XLY as of Q3 2019.

  • Mark Sheptoff Financial Planning reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 30 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2019, an estimated $2K.
  • Mark Sheptoff Financial Planning first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $16K in Q4 2015.
  • 730 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2019, filed 12 Nov 2019.