Wealthspire Advisors (Maryland)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,362	Closed	-$134K	–	2087
2019 Q1	$134K	Hold	2,362	–	–	0.01%	548
2018 Q4	$117K	Buy	2,362 +112	+5%	+$5.92K	0.01%	556
2018 Q3	$132K	Sell	2,250 -162	-7%	-$9.23K	0.01%	583
2018 Q2	$132K	Buy	2,412 +162	+7%	+$8.56K	0.01%	595
2018 Q1	$114K	Sell	2,250 -66	-3%	-$3.44K	0.01%	662
2017 Q4	$114K	Buy	2,316 +66	+3%	+$3.11K	0.01%	664
2017 Q3	$101K	Hold	2,250	–	–	0.01%	703
2017 Q2	$101K	Hold	2,250	–	–	0.01%	697
2017 Q1	$99K	Sell	2,250 -170	-7%	-$7.28K	0.01%	607
2016 Q4	$98K	Sell	2,420 -712	-23%	-$28.8K	0.01%	589
2016 Q3	$125K	Buy	3,132 +1,470	+88%	+$59.2K	0.02%	505
2016 Q2	$65K	Buy	+1,662	New	+$65.4K	0.01%	662

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XLY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2019, closing a stake of 2,362 shares — an estimated $134K sold.

Wealthspire Advisors (Maryland) first reported a position in XLY in Q2 2016 and held it in 12 quarters. The position peaked at $134K in Q1 2019. 713 funds tracked by Wall St. Rank hold XLY as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,362 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2019, an estimated $134K.
Wealthspire Advisors (Maryland) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2016 and held it in 12 quarters.
Wealthspire Advisors (Maryland)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $134K in Q1 2019.
713 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.