Smith & Howard 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
2016
Q2
Sell
-9,094
Closed -$360K 63
2016
Q1
$360K Buy
9,094
+3,010
+49% +$112K 0.15% 42
2015
Q4
$238K Buy
6,084
+28
+0.5% +$1.11K 0.12% 53
2015
Q3
$225K Sell
6,056
-2,398
-28% -$92.1K 0.11% 47
2015
Q2
$323K Buy
+8,454
New +$323K 0.14% 43
2014
Q1
Sell
-820
Closed -$27K 220
2013
Q4
$27K Hold
820
0.01% 142
2013
Q3
$25K Buy
820
+60
+8% +$1.78K 0.01% 142
2013
Q2
$21K Buy
+760
New +$21K 0.01% 130

Other funds holding XLY

Smith & Howard Wealth Management's XLY Position: Q2 2016 in Review

Smith & Howard Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2016, closing a stake of 9,094 shares — an estimated $360K sold.

Smith & Howard Wealth Management first reported a position in XLY in Q2 2013 and held it in 7 quarters. The position peaked at $360K in Q1 2016. 441 funds tracked by Wall St. Rank hold XLY as of Q2 2016.

  • Smith & Howard Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2016 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 9,094 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2016, an estimated $360K.
  • Smith & Howard Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and held it in 7 quarters.
  • Smith & Howard Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $360K in Q1 2016.
  • 441 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2016.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2016, filed 15 Aug 2016.