Kays Financial Advisory’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Kays Financial Advisory’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
2015 Q1	–	Sell	-24,000	Closed	-$866K	–	66
2014 Q4	$866K	Buy	24,000 +1,374	+6%	+$47.1K	0.59%	17
2014 Q3	$754K	Buy	22,626 +624	+3%	+$21.1K	0.55%	18
2014 Q2	$734K	Buy	22,002 +454	+2%	+$14.7K	0.53%	18
2014 Q1	$697K	Sell	21,548 -516	-2%	-$16.8K	0.5%	18
2013 Q4	$737K	Buy	+22,064	New	+$702K	0.56%	18

Other funds holding XLY

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Kays Financial Advisory's XLY Position: Q1 2015 in Review

Kays Financial Advisory sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2015, closing a stake of 24,000 shares — an estimated $866K sold.

Kays Financial Advisory first reported a position in XLY in Q4 2013 and held it in 5 quarters. The position peaked at $866K in Q4 2014. 433 funds tracked by Wall St. Rank hold XLY as of Q1 2015.

Kays Financial Advisory reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2015 after selling out during the quarter.
Kays Financial Advisory sold 24,000 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2015, an estimated $866K.
Kays Financial Advisory first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and held it in 5 quarters.
Kays Financial Advisory's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $866K in Q4 2014.
433 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2015.

Based on Kays Financial Advisory's 13F filing for Q1 2015, filed 1 Nov 2018.