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

IberiaBank’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 Q2	$938K	Buy	14,684 +40	+0.3%	+$2.36K	0.11%	129
2020 Q1	$718K	Sell	14,644 -1,690	-10%	-$99.8K	0.09%	129
2019 Q4	$1.02M	Buy	16,334 +2,036	+14%	+$124K	0.11%	128
2019 Q3	$863K	Hold	14,298	–	–	0.1%	135
2019 Q2	$852K	Buy	14,298 +66	+0.5%	+$3.86K	0.09%	138
2019 Q1	$810K	Sell	14,232 -2,026	-12%	-$110K	0.09%	143
2018 Q4	$805K	Sell	16,258 -710	-4%	-$37.5K	0.1%	142
2018 Q3	$994K	Buy	16,968 +828	+5%	+$47.2K	0.12%	146
2018 Q2	$882K	Buy	16,140 +48	+0.3%	+$2.54K	0.15%	143
2018 Q1	$815K	Hold	16,092	–	–	0.16%	139
2017 Q4	$797K	Buy	16,092 +666	+4%	+$31.3K	0.12%	152
2017 Q3	$697K	Buy	15,426 +4,504	+41%	+$203K	0.12%	148
2017 Q2	$489K	Hold	10,922	–	–	0.15%	121
2017 Q1	$480K	Sell	10,922 -2,674	-20%	-$115K	0.15%	123
2016 Q4	$553K	Buy	+13,596	New	+$549K	0.2%	93

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

IberiaBank's XLY Position: Q2 2020 in Review

IberiaBank increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.27% in Q2 2020, buying an estimated $2.36K and bringing the position to 14,684 shares worth $938K. The position accounts for 0.11% of the portfolio, ranked #129.

IberiaBank first reported a position in XLY in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.02M in Q4 2019. 776 funds tracked by Wall St. Rank hold XLY as of Q2 2020.

IberiaBank held 14,684 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $938K as of Q2 2020.
IberiaBank bought 40 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2020, an estimated $2.36K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of IberiaBank's portfolio in Q2 2020, its #129 holding.
IberiaBank first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and has held it in 15 quarters since.
IberiaBank's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.02M in Q4 2019.
776 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.