Coyle Financial Counsel’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Coyle Financial Counsel’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 Q2	–	Sell	-2,030	Closed	-$103K	–	335
2018 Q1	$103K	Buy	+2,030	New	+$106K	0.11%	44
2017 Q2	$262K	Sell	5,856 -392	-6%	-$17.6K	0.35%	37
2017 Q1	$275K	Sell	6,248 -78	-1%	-$3.34K	0.36%	32
2016 Q4	$257K	Sell	6,326 -1,104	-15%	-$44.6K	0.55%	23
2016 Q3	$298K	Sell	7,430 -846	-10%	-$34.1K	0.43%	35
2016 Q2	$323K	Buy	8,276 +768	+10%	+$30.2K	0.47%	33
2016 Q1	$297K	Sell	7,508 -166	-2%	-$6.18K	0.47%	32
2015 Q4	$300K	Sell	7,674 -112	-1%	-$4.44K	0.29%	37
2015 Q3	$289K	Sell	7,786 -1,574	-17%	-$60.5K	0.27%	33
2015 Q2	$358K	Sell	9,360 -442	-5%	-$16.9K	0.4%	32
2015 Q1	$369K	Sell	9,802 -994	-9%	-$36.5K	0.41%	32
2014 Q4	$389K	Hold	10,796	–	–	0.47%	28
2014 Q3	$360K	Hold	10,796	–	–	0.45%	34
2014 Q2	$360K	Hold	10,796	–	–	0.49%	31
2014 Q1	$349K	Buy	10,796 +370	+4%	+$12.1K	0.49%	31
2013 Q4	$348K	Buy	+10,426	New	+$332K	0.48%	25

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

SGI

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Coyle Financial Counsel's XLY Position: Q2 2018 in Review

Coyle Financial Counsel sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2018, closing a stake of 2,030 shares — an estimated $103K sold.

Coyle Financial Counsel first reported a position in XLY in Q4 2013 and held it in 16 quarters. The position peaked at $389K in Q4 2014. 658 funds tracked by Wall St. Rank hold XLY as of Q2 2018.

Coyle Financial Counsel reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Coyle Financial Counsel sold 2,030 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2018, an estimated $103K.
Coyle Financial Counsel first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and held it in 16 quarters.
Coyle Financial Counsel's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $389K in Q4 2014.
658 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2018.

Based on Coyle Financial Counsel's 13F filing for Q2 2018, filed 14 Aug 2018.