HL Financial Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

HL Financial Services’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 Q1	$2.97M	Sell	52,224 -12,196	-19%	-$661K	0.05%	244
2018 Q4	$3.19M	Sell	64,420 -32,280	-33%	-$1.71M	0.06%	214
2018 Q3	$5.67M	Sell	96,700 -9,058	-9%	-$516K	0.09%	141
2018 Q2	$5.78M	Sell	105,758 -5,880	-5%	-$311K	0.1%	125
2018 Q1	$5.65M	Buy	111,638 +19,910	+22%	+$1.04M	0.1%	124
2017 Q4	$4.53M	Buy	91,728 +6,090	+7%	+$287K	0.09%	140
2017 Q3	$3.86M	Sell	85,638 -18,358	-18%	-$826K	0.07%	176
2017 Q2	$4.66M	Buy	103,996 +1,754	+2%	+$78.6K	0.09%	132
2017 Q1	$4.5M	Sell	102,242 -11,070	-10%	-$474K	0.09%	125
2016 Q4	$4.61M	Sell	113,312 -23,390	-17%	-$945K	0.1%	125
2016 Q3	$5.47M	Sell	136,702 -3,692	-3%	-$149K	0.13%	110
2016 Q2	$5.48M	Buy	+140,394	New	+$5.52M	0.13%	106
2016 Q1	–	Sell	-137,328	Closed	-$5.37M	–	685
2015 Q4	$5.37M	Buy	+137,328	New	+$5.45M	0.14%	98
2014 Q4	–	Sell	-71,384	Closed	-$2.38M	–	709
2014 Q3	$2.38M	Buy	+71,384	New	+$2.41M	0.07%	173
2014 Q1	–	Sell	-99,476	Closed	-$3.32M	–	683
2013 Q4	$3.32M	Buy	99,476 +2,624	+3%	+$83.5K	0.1%	132
2013 Q3	$2.94M	Buy	96,852 +19,202	+25%	+$570K	0.1%	126
2013 Q2	$2.19M	Buy	+77,650	New	+$2.15M	0.08%	151

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

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

HL Financial Services's XLY Position: Q1 2019 in Review

HL Financial Services reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 19% in Q1 2019, selling an estimated $661K and leaving 52,224 shares worth $2.97M. The position accounts for 0.05% of the portfolio, ranked #244.

HL Financial Services first reported a position in XLY in Q2 2013 and has held it in 17 quarters since. The position peaked at $5.78M in Q2 2018. 712 funds tracked by Wall St. Rank hold XLY as of Q1 2019.

HL Financial Services held 52,224 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.97M as of Q1 2019.
HL Financial Services sold 12,196 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2019, an estimated $661K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of HL Financial Services's portfolio in Q1 2019, its #244 holding.
HL Financial Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 17 quarters since.
HL Financial Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.78M in Q2 2018.
712 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.