Apriem Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Apriem Advisors’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
2018 Q3	–	Sell	-400	Closed	-$22K	–	395
2018 Q2	$22K	Buy	+400	New	+$21.1K	﹤0.01%	344
2017 Q2	–	Sell	-868	Closed	-$38K	–	561
2017 Q1	$38K	Hold	868	–	–	0.01%	266
2016 Q4	$35K	Buy	868 +368	+74%	+$14.9K	0.01%	275
2016 Q3	$20K	Buy	+500	New	+$20.1K	0.01%	333
2014 Q4	–	Sell	-2,500	Closed	-$83K	–	558
2014 Q3	$83K	Buy	+2,500	New	+$84.5K	0.03%	157
2014 Q2	–	Sell	-2,800	Closed	-$90.8K	–	518
2014 Q1	$91K	Hold	2,800	–	–	0.03%	164
2013 Q4	$94K	Hold	2,800	–	–	0.04%	151
2013 Q3	$85K	Sell	2,800 -270	-9%	-$8.01K	0.04%	156
2013 Q2	$87K	Buy	+3,070	New	+$85K	0.04%	152

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Apriem Advisors's XLY Position: Q3 2018 in Review

Apriem Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2018, closing a stake of 400 shares — an estimated $22K sold.

Apriem Advisors first reported a position in XLY in Q2 2013 and held it in 9 quarters. The position peaked at $94K in Q4 2013. 669 funds tracked by Wall St. Rank hold XLY as of Q3 2018.

Apriem Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 400 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2018, an estimated $22K.
Apriem Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and held it in 9 quarters.
Apriem Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $94K in Q4 2013.
669 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.