McKinley Carter Wealth Services’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
Q2
Sell
-556
Closed -$28K 404
2018
Q1
$28K Buy
+556
New +$29K 0.01% 306

Other funds holding XLY

McKinley Carter Wealth Services's XLY Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2018, closing a stake of 556 shares — an estimated $28K sold.

McKinley Carter Wealth Services first reported a position in XLY in Q1 2018 and held it in 1 quarter. The position peaked at $28K in Q1 2018. 659 funds tracked by Wall St. Rank hold XLY as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 556 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2018, an estimated $28K.
  • McKinley Carter Wealth Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $28K in Q1 2018.
  • 659 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.