Braun-Bostich & Associates’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Braun-Bostich & Associates’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
2020 Q1	–	Sell	-34	Closed	-$2K	–	337
2019 Q4	$2K	Sell	34 -32,192	-100%	-$1.96M	﹤0.01%	299
2019 Q3	$1.95M	Sell	32,226 -412	-1%	-$24.8K	2.26%	9
2019 Q2	$1.95M	Sell	32,638 -236	-0.7%	-$13.8K	2.03%	7
2019 Q1	$1.87M	Buy	+32,874	New	+$1.78M	1.95%	7

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SGI

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

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

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

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

Braun-Bostich & Associates's XLY Position: Q1 2020 in Review

Braun-Bostich & Associates sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2020, closing a stake of 34 shares — an estimated $2K sold.

Braun-Bostich & Associates first reported a position in XLY in Q1 2019 and held it in 4 quarters. The position peaked at $1.95M in Q3 2019. 726 funds tracked by Wall St. Rank hold XLY as of Q1 2020.

Braun-Bostich & Associates reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 34 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2020, an estimated $2K.
Braun-Bostich & Associates first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and held it in 4 quarters.
Braun-Bostich & Associates's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.95M in Q3 2019.
726 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2020.

Based on Braun-Bostich & Associates's 13F filing for Q1 2020, filed 11 May 2020.