Wealthfront’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
2015
Q3
Sell
-196
Closed -$7K 1467
2015
Q2
$7K Buy
196
+138
+238% +$5.28K ﹤0.01% 969
2015
Q1
$2K Buy
+58
New +$2.13K ﹤0.01% 1041
2014
Q4
Sell
-208
Closed -$7K 1027
2014
Q3
$7K Buy
+208
New +$7.03K ﹤0.01% 546

Other funds holding XLY

Wealthfront's XLY Position: Q3 2015 in Review

Wealthfront sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2015, closing a stake of 196 shares — an estimated $7K sold.

Wealthfront first reported a position in XLY in Q3 2014 and held it in 3 quarters. The position peaked at $7K in Q2 2015. 428 funds tracked by Wall St. Rank hold XLY as of Q3 2015.

  • Wealthfront reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 196 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2015, an estimated $7K.
  • Wealthfront first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2014 and held it in 3 quarters.
  • Wealthfront's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7K in Q2 2015.
  • 428 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.