Arcadia Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Arcadia Investment Management’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
2017 Q2	–	Sell	-1,730	Closed	-$76K	–	426
2017 Q1	$76K	Hold	1,730	–	–	0.02%	183
2016 Q4	$70K	Hold	1,730	–	–	0.02%	182
2016 Q3	$69K	Hold	1,730	–	–	0.02%	172
2016 Q2	$68K	Hold	1,730	–	–	0.02%	167
2016 Q1	$68K	Hold	1,730	–	–	0.02%	150
2015 Q4	$68K	Buy	+1,730	New	+$68.7K	0.02%	152

Other funds holding XLY

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

Barclays London, United Kingdom $416B AUM 33.63% 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

SGI

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Arcadia Investment Management's XLY Position: Q2 2017 in Review

Arcadia Investment Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2017, closing a stake of 1,730 shares — an estimated $76K sold.

Arcadia Investment Management first reported a position in XLY in Q4 2015 and held it in 6 quarters. The position peaked at $76K in Q1 2017. 535 funds tracked by Wall St. Rank hold XLY as of Q2 2017.

Arcadia Investment Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
Arcadia Investment Management sold 1,730 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2017, an estimated $76K.
Arcadia Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and held it in 6 quarters.
Arcadia Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $76K in Q1 2017.
535 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2017.

Based on Arcadia Investment Management's 13F filing for Q2 2017, filed 3 Aug 2017.