Hobart Private Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Hobart Private Capital’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
2020 Q3	–	Sell	-9,660	Closed	-$617K	–	162
2020 Q2	$617K	Buy	+9,660	New	+$570K	0.35%	68
2019 Q2	–	Sell	-8,460	Closed	-$482K	–	179
2019 Q1	$482K	Buy	+8,460	New	+$459K	0.37%	70
2018 Q4	–	Sell	-15,340	Closed	-$899K	–	162
2018 Q3	$899K	Sell	15,340 -3,328	-18%	-$190K	0.69%	47
2018 Q2	$1.02M	Buy	18,668 +4,972	+36%	+$263K	0.83%	41
2018 Q1	$694K	Buy	13,696 +3,920	+40%	+$204K	0.61%	54
2017 Q4	$482K	Buy	+9,776	New	+$460K	0.43%	74

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

SGI

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

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

Hobart Private Capital's XLY Position: Q3 2020 in Review

Hobart Private Capital sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2020, closing a stake of 9,660 shares — an estimated $617K sold.

Hobart Private Capital first reported a position in XLY in Q4 2017 and held it in 6 quarters. The position peaked at $1.02M in Q2 2018. 815 funds tracked by Wall St. Rank hold XLY as of Q3 2020.

Hobart Private Capital reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Hobart Private Capital sold 9,660 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2020, an estimated $617K.
Hobart Private Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and held it in 6 quarters.
Hobart Private Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.02M in Q2 2018.
815 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2020.

Based on Hobart Private Capital's 13F filing for Q3 2020, filed 11 Mar 2024.