Holistic Financial Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Holistic Financial 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 Q2	–	Sell	-1,054	Closed	-$53K	–	373
2018 Q1	$53K	Hold	1,054	–	–	0.04%	190
2017 Q4	$52K	Buy	+1,054	New	+$49.6K	0.04%	196

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

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

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

Holistic Financial Partners's XLY Position: Q2 2018 in Review

Holistic Financial Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2018, closing a stake of 1,054 shares — an estimated $53K sold.

Holistic Financial Partners first reported a position in XLY in Q4 2017 and held it in 2 quarters. The position peaked at $53K in Q1 2018. 659 funds tracked by Wall St. Rank hold XLY as of Q2 2018.

Holistic Financial Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Holistic Financial Partners sold 1,054 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2018, an estimated $53K.
Holistic Financial Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and held it in 2 quarters.
Holistic Financial Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $53K in Q1 2018.
659 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.