Lehman & Derafelo Financial Resources’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Lehman & Derafelo Financial Resources’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
2020 Q2	–	Sell	-1,004	Closed	-$49K	–	267
2020 Q1	$49K	Hold	1,004	–	–	0.02%	113
2019 Q4	$63K	Hold	1,004	–	–	0.02%	126
2019 Q3	$61K	Hold	1,004	–	–	0.02%	120
2019 Q2	$61K	Hold	1,004	–	–	0.02%	119
2019 Q1	$57K	Hold	1,004	–	–	0.02%	121
2018 Q4	$50K	Buy	+1,004	New	+$53.1K	0.02%	112

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SGI

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's XLY Position: Q2 2020 in Review

Lehman & Derafelo Financial Resources sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2020, closing a stake of 1,004 shares — an estimated $49K sold.

Lehman & Derafelo Financial Resources first reported a position in XLY in Q4 2018 and held it in 6 quarters. The position peaked at $63K in Q4 2019. 776 funds tracked by Wall St. Rank hold XLY as of Q2 2020.

Lehman & Derafelo Financial Resources reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 1,004 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2020, an estimated $49K.
Lehman & Derafelo Financial Resources first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and held it in 6 quarters.
Lehman & Derafelo Financial Resources's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $63K in Q4 2019.
776 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2020, filed 30 Jul 2020.