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

Kanaly Trust’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
2016 Q4	$43K	Hold	1,062	–	–	0.01%	303
2016 Q3	$43K	Hold	1,062	–	–	0.01%	292
2016 Q2	$41K	Hold	1,062	–	–	0.01%	312
2016 Q1	$42K	Hold	1,062	–	–	0.01%	311
2015 Q4	$42K	Hold	1,062	–	–	0.01%	302
2015 Q3	$39K	Hold	1,062	–	–	0.01%	322
2015 Q2	$41K	Hold	1,062	–	–	0.01%	342
2015 Q1	$40K	Hold	1,062	–	–	0.01%	308
2014 Q4	$38K	Hold	1,062	–	–	0.01%	315
2014 Q3	$35K	Hold	1,062	–	–	0.01%	334
2014 Q2	$35K	Hold	1,062	–	–	0.01%	349
2014 Q1	$34K	Hold	1,062	–	–	0.01%	340
2013 Q4	$35K	Buy	+1,062	New	+$33.8K	0.01%	334

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SGI

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kanaly Trust's XLY Position: Q4 2016 in Review

Kanaly Trust held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q4 2016 at 1,062 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #303.

Kanaly Trust first reported a position in XLY in Q4 2013 and has held it in 13 quarters since. 506 funds tracked by Wall St. Rank hold XLY as of Q4 2016.

Kanaly Trust held 1,062 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $43K as of Q4 2016.
Kanaly Trust left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q4 2016.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #303 holding.
Kanaly Trust first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and has held it in 13 quarters since.
506 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.