Viridian RIA’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
-5,902
Closed -$370K 61
2019
Q4
$370K Sell
5,902
-167,480
-97% -$10.2M 0.13% 50
2019
Q3
$10.5M Buy
173,382
+4,872
+3% +$294K 4.36% 10
2019
Q2
$9.83M Buy
168,510
+19,946
+13% +$1.17M 3.97% 10
2019
Q1
$8.46M Buy
+148,564
New +$8.06M 3.74% 9

Other funds holding XLY

Viridian RIA's XLY Position: Q1 2020 in Review

Viridian RIA sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2020, closing a stake of 5,902 shares — an estimated $370K sold.

Viridian RIA first reported a position in XLY in Q1 2019 and held it in 4 quarters. The position peaked at $10.5M in Q3 2019. 726 funds tracked by Wall St. Rank hold XLY as of Q1 2020.

  • Viridian RIA reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • Viridian RIA sold 5,902 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2020, an estimated $370K.
  • Viridian RIA first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and held it in 4 quarters.
  • Viridian RIA's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $10.5M in Q3 2019.
  • 726 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2020.

Based on Viridian RIA's 13F filing for Q1 2020, filed 9 Apr 2020.