ClearBridge Investments’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

ClearBridge Investments’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 Q3	–	Sell	-448	Closed	-$29K	–	1003
2020 Q2	$29K	Hold	448	–	–	﹤0.01%	821
2020 Q1	$22K	Hold	448	–	–	﹤0.01%	869
2019 Q4	$28K	Buy	+448	New	+$27.3K	﹤0.01%	929
2017 Q4	–	Sell	-494	Closed	-$22K	–	1221
2017 Q3	$22K	Buy	+494	New	+$22.2K	﹤0.01%	1035
2014 Q3	–	Sell	-200	Closed	-$7K	–	1207
2014 Q2	$7K	Buy	+200	New	+$6.49K	﹤0.01%	1140

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

SGI

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

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

ClearBridge Investments's XLY Position: Q3 2020 in Review

ClearBridge Investments sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2020, closing a stake of 448 shares — an estimated $29K sold.

ClearBridge Investments first reported a position in XLY in Q2 2014 and held it in 5 quarters. The position peaked at $29K in Q2 2020. 815 funds tracked by Wall St. Rank hold XLY as of Q3 2020.

ClearBridge Investments reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
ClearBridge Investments sold 448 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2020, an estimated $29K.
ClearBridge Investments first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2014 and held it in 5 quarters.
ClearBridge Investments's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $29K in Q2 2020.
815 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2020.

Based on ClearBridge Investments's 13F filing for Q3 2020, filed 12 Nov 2020.