Merriman Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Merriman Wealth 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
2018 Q1	–	Sell	-28,600	Closed	-$1.41M	–	211
2017 Q4	$1.41M	Buy	28,600 +13,838	+94%	+$651K	0.34%	67
2017 Q3	$665K	Buy	14,762 +9,070	+159%	+$408K	0.16%	96
2017 Q2	$255K	Buy	5,692 +170	+3%	+$7.61K	0.07%	103
2017 Q1	$243K	Buy	+5,522	New	+$237K	0.06%	120
2016 Q3	–	Sell	-163,930	Closed	-$6.4M	–	147
2016 Q2	$6.4M	Buy	+163,930	New	+$6.45M	1.8%	10

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Merriman Wealth Management's XLY Position: Q1 2018 in Review

Merriman Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2018, closing a stake of 28,600 shares — an estimated $1.41M sold.

Merriman Wealth Management first reported a position in XLY in Q2 2016 and held it in 5 quarters. The position peaked at $6.4M in Q2 2016. 627 funds tracked by Wall St. Rank hold XLY as of Q1 2018.

Merriman Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Merriman Wealth Management sold 28,600 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2018, an estimated $1.41M.
Merriman Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2016 and held it in 5 quarters.
Merriman Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.4M in Q2 2016.
627 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2018.

Based on Merriman Wealth Management's 13F filing for Q1 2018, filed 10 Apr 2018.