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

Fortis 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
2019 Q4	–	Sell	-1,850	Closed	-$112K	–	333
2019 Q3	$112K	Hold	1,850	–	–	0.05%	173
2019 Q2	$110K	Hold	1,850	–	–	0.05%	172
2019 Q1	$105K	Sell	1,850 -270	-13%	-$14.6K	0.06%	170
2018 Q4	$105K	Hold	2,120	–	–	0.06%	163
2018 Q3	$124K	Hold	2,120	–	–	0.07%	130
2018 Q2	$116K	Buy	2,120 +1,850	+685%	+$97.8K	0.07%	139
2018 Q1	$14K	Hold	270	–	–	0.01%	233
2017 Q4	$13K	Buy	+270	New	+$12.7K	0.01%	221

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

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

SGI

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fortis Advisors's XLY Position: Q4 2019 in Review

Fortis Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2019, closing a stake of 1,850 shares — an estimated $112K sold.

Fortis Advisors first reported a position in XLY in Q4 2017 and held it in 8 quarters. The position peaked at $124K in Q3 2018. 809 funds tracked by Wall St. Rank hold XLY as of Q4 2019.

Fortis Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Fortis Advisors sold 1,850 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2019, an estimated $112K.
Fortis Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and held it in 8 quarters.
Fortis Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $124K in Q3 2018.
809 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2019.

Based on Fortis Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.