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

Belmont Global 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
2015 Q4	–	Sell	-30,000	Closed	-$1.11M	–	83
2015 Q3	$1.11M	Buy	30,000 +20,000	+200%	+$768K	1.89%	13
2015 Q2	$382K	Sell	10,000 -10,000	-50%	-$383K	0.42%	68
2015 Q1	$753K	Hold	20,000	–	–	0.77%	37
2014 Q4	$721K	Buy	+20,000	New	+$686K	0.71%	39

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

SGI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Belmont Global Advisors's XLY Position: Q4 2015 in Review

Belmont Global Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2015, closing a stake of 30,000 shares — an estimated $1.11M sold.

Belmont Global Advisors first reported a position in XLY in Q4 2014 and held it in 4 quarters. The position peaked at $1.11M in Q3 2015. 487 funds tracked by Wall St. Rank hold XLY as of Q4 2015.

Belmont Global Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2015 after selling out during the quarter.
Belmont Global Advisors sold 30,000 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2015, an estimated $1.11M.
Belmont Global Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and held it in 4 quarters.
Belmont Global Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.11M in Q3 2015.
487 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2015.

Based on Belmont Global Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.