Kabarec Financial Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Kabarec Financial Advisors’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	$9.2M	Sell	168,260 -25,898	-13%	-$1.37M	7.03%	4
2018 Q1	$9.83M	Sell	194,158 -8,558	-4%	-$446K	6.23%	5
2017 Q4	$10M	Buy	+202,716	New	+$9.54M	6.13%	5

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

Kabarec Financial Advisors's XLY Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 13% in Q2 2018, selling an estimated $1.37M and leaving 168,260 shares worth $9.2M. The position accounts for 7.03% of the portfolio, ranked #4.

Kabarec Financial Advisors first reported a position in XLY in Q4 2017 and has held it in 3 quarters since. The position peaked at $10M in Q4 2017. 659 funds tracked by Wall St. Rank hold XLY as of Q2 2018.

Kabarec Financial Advisors held 168,260 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $9.2M as of Q2 2018.
Kabarec Financial Advisors sold 25,898 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2018, an estimated $1.37M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 7.03% of Kabarec Financial Advisors's portfolio in Q2 2018, its #4 holding.
Kabarec Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 3 quarters since.
Kabarec Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $10M in Q4 2017.
659 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.