Hefty Wealth Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Hefty Wealth Partners’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 Q1	–	Sell	-59,766	Closed	-$2.95M	–	285
2017 Q4	$2.95M	Buy	+59,766	New	+$2.81M	1.83%	18
2017 Q3	–	Sell	-59,624	Closed	-$2.67M	–	269
2017 Q2	$2.67M	Buy	59,624 +59,426	+30,013%	+$2.66M	1.83%	19
2017 Q1	$8K	Sell	198 -83,456	-100%	-$3.57M	0.01%	180
2016 Q4	$3.4M	Buy	83,654 +82,312	+6,134%	+$3.32M	2.85%	9
2016 Q3	$53K	Sell	1,342 -55,890	-98%	-$2.25M	0.04%	124
2016 Q2	$2.23M	Buy	+57,232	New	+$2.25M	1.84%	14

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

SGI

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Hefty Wealth Partners's XLY Position: Q1 2018 in Review

Hefty Wealth Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2018, closing a stake of 59,766 shares — an estimated $2.95M sold.

Hefty Wealth Partners first reported a position in XLY in Q2 2016 and held it in 6 quarters. The position peaked at $3.4M in Q4 2016. 627 funds tracked by Wall St. Rank hold XLY as of Q1 2018.

Hefty Wealth Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 59,766 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2018, an estimated $2.95M.
Hefty Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2016 and held it in 6 quarters.
Hefty Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.4M in Q4 2016.
627 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.