Mariner Wealth Advisors (Madison)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013 Q3	$722K	Buy	23,830 +940	+4%	+$27.9K	0.29%	32
2013 Q2	$645K	Buy	+22,890	New	+$634K	0.29%	29

Other funds holding XLY

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

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

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

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

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison)'s XLY Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.1% in Q3 2013, buying an estimated $27.9K and bringing the position to 23,830 shares worth $722K. The position accounts for 0.29% of the portfolio, ranked #32.

Mariner Wealth Advisors (Madison) first reported a position in XLY in Q2 2013 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold XLY as of Q3 2013.

Mariner Wealth Advisors (Madison) held 23,830 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $722K as of Q3 2013.
Mariner Wealth Advisors (Madison) bought 940 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2013, an estimated $27.9K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.29% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #32 holding.
Mariner Wealth Advisors (Madison) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 2 quarters since.
287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.