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CFC
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
Shares
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
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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
SGI
Swan Global Investments
Durango, Colorado
$3B AUM
15.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Two Sigma Advisers
New York
$51.4B AUM
31.07%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Barclays
London, United Kingdom
$416B AUM
33.63%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
CM
Churchill Management
Los Angeles, California
$9.21B AUM
19.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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