Welch Capital Partners’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
-23,884
Closed -$1.5M 30
2019
Q4
$1.5M Sell
23,884
-228
-0.9% -$13.9K 0.44% 20
2019
Q3
$1.46M Buy
+24,112
New +$1.45M 0.48% 20

Other funds holding XLY

Welch Capital Partners's XLY Position: Q1 2020 in Review

Welch Capital Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2020, closing a stake of 23,884 shares — an estimated $1.5M sold.

Welch Capital Partners first reported a position in XLY in Q3 2019 and held it in 2 quarters. The position peaked at $1.5M in Q4 2019. 726 funds tracked by Wall St. Rank hold XLY as of Q1 2020.

  • Welch Capital Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • Welch Capital Partners sold 23,884 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2020, an estimated $1.5M.
  • Welch Capital Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2019 and held it in 2 quarters.
  • Welch Capital Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.5M 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 Welch Capital Partners's 13F filing for Q1 2020, filed 4 May 2020.