Longfellow Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Longfellow Investment Management’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
2019 Q1	–	Sell	-2,050	Closed	-$101K	–	125
2018 Q4	$101K	Hold	2,050	–	–	0.04%	85
2018 Q3	$120K	Sell	2,050 -2,032	-50%	-$116K	0.03%	96
2018 Q2	$223K	Buy	+4,082	New	+$216K	0.05%	87
2018 Q1	–	Sell	-4,508	Closed	-$222K	–	91
2017 Q4	$222K	Buy	+4,508	New	+$212K	0.05%	71

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

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

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

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

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

Longfellow Investment Management's XLY Position: Q1 2019 in Review

Longfellow Investment Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2019, closing a stake of 2,050 shares — an estimated $101K sold.

Longfellow Investment Management first reported a position in XLY in Q4 2017 and held it in 4 quarters. The position peaked at $223K in Q2 2018. 712 funds tracked by Wall St. Rank hold XLY as of Q1 2019.

Longfellow Investment Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Longfellow Investment Management sold 2,050 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2019, an estimated $101K.
Longfellow Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and held it in 4 quarters.
Longfellow Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $223K in Q2 2018.
712 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2019.

Based on Longfellow Investment Management's 13F filing for Q1 2019, filed 15 May 2019.