Julex Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Julex Capital Management’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 Q3	$10K	Sell	158 -90,270	-100%	-$5.44M	0.02%	37
2019 Q2	$5.39M	Sell	90,428 -139,484	-61%	-$8.16M	5.94%	11
2019 Q1	$13.1M	Sell	229,912 -156,598	-41%	-$8.49M	11.34%	4
2018 Q4	$20.2M	Buy	+386,510	New	+$20.4M	13.11%	5

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Julex Capital Management's XLY Position: Q3 2019 in Review

Julex Capital Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 100% in Q3 2019, selling an estimated $5.44M and leaving 158 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #37.

Julex Capital Management first reported a position in XLY in Q4 2018 and has held it in 4 quarters since. The position peaked at $20.2M in Q4 2018. 730 funds tracked by Wall St. Rank hold XLY as of Q3 2019.

Julex Capital Management held 158 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $10K as of Q3 2019.
Julex Capital Management sold 90,270 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2019, an estimated $5.44M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Julex Capital Management's portfolio in Q3 2019, its #37 holding.
Julex Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 4 quarters since.
Julex Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $20.2M in Q4 2018.
730 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.