Regal Wealth Group’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
2020
Q1
Sell
-352
Closed -$22K 210
2019
Q4
$22K Buy
+352
New +$21.4K 0.01% 123

Other funds holding XLY

Regal Wealth Group's XLY Position: Q1 2020 in Review

Regal Wealth Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2020, closing a stake of 352 shares — an estimated $22K sold.

Regal Wealth Group first reported a position in XLY in Q4 2019 and held it in 1 quarter. The position peaked at $22K in Q4 2019. 726 funds tracked by Wall St. Rank hold XLY as of Q1 2020.

  • Regal Wealth Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • Regal Wealth Group sold 352 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2020, an estimated $22K.
  • Regal Wealth Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 1 quarter.
  • Regal Wealth Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $22K in Q4 2019.
  • 726 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2020.

Based on Regal Wealth Group's 13F filing for Q1 2020, filed 23 Apr 2020.