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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 0.51% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return