YorkBridge Wealth Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-1,820	Closed	-$108K	–	664
2019 Q2	$108K	Hold	1,820	–	–	0.05%	272
2019 Q1	$104K	Sell	1,820 -60	-3%	-$3.25K	0.05%	269
2018 Q4	$93K	Hold	1,880	–	–	0.05%	258
2018 Q3	$110K	Sell	1,880 -850	-31%	-$48.4K	0.05%	267
2018 Q2	$149K	Hold	2,730	–	–	0.07%	214
2018 Q1	$139K	Hold	2,730	–	–	0.06%	226
2017 Q4	$139K	Hold	2,730	–	–	0.07%	224
2017 Q3	$123K	Sell	2,730 -50	-2%	-$2.25K	0.06%	232
2017 Q2	$124K	Hold	2,780	–	–	0.07%	228
2017 Q1	$125K	Sell	2,780 -30	-1%	-$1.28K	0.07%	222
2016 Q4	$117K	Buy	+2,810	New	+$113K	0.07%	218

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

YorkBridge Wealth Partners's XLY Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2019, closing a stake of 1,820 shares — an estimated $108K sold.

YorkBridge Wealth Partners first reported a position in XLY in Q4 2016 and held it in 11 quarters. The position peaked at $149K in Q2 2018. 730 funds tracked by Wall St. Rank hold XLY as of Q3 2019.

YorkBridge Wealth Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,820 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2019, an estimated $108K.
YorkBridge Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $149K in Q2 2018.
730 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.