WESPAC Advisors SoCal’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
2019
Q2
Sell
-960
Closed -$54K 326
2019
Q1
$54K Buy
960
+60
+7% +$3.25K 0.03% 113
2018
Q4
$44K Hold
900
0.03% 128
2018
Q3
$52K Buy
+900
New +$51.3K 0.03% 128
2018
Q2
Sell
-1,360
Closed -$68K 261
2018
Q1
$68K Buy
+1,360
New +$70.9K 0.04% 105

Other funds holding XLY

WESPAC Advisors SoCal's XLY Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2019, closing a stake of 960 shares — an estimated $54K sold.

WESPAC Advisors SoCal first reported a position in XLY in Q1 2018 and held it in 4 quarters. The position peaked at $68K in Q1 2018. 713 funds tracked by Wall St. Rank hold XLY as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 960 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2019, an estimated $54K.
  • WESPAC Advisors SoCal first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and held it in 4 quarters.
  • WESPAC Advisors SoCal's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $68K in Q1 2018.
  • 713 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.