Mosaic Family Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Mosaic Family Wealth’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 Q2	–	Sell	-598	Closed	-$34K	–	614
2019 Q1	$34K	Sell	598 -546	-48%	-$29.6K	0.01%	360
2018 Q4	$57K	Hold	1,144	–	–	0.02%	293
2018 Q3	$62K	Hold	1,144	–	–	0.03%	290
2018 Q2	$63K	Hold	1,144	–	–	0.02%	279
2018 Q1	$58K	Hold	1,144	–	–	0.02%	291
2017 Q4	$56K	Buy	1,144 +808	+240%	+$38K	0.02%	307
2017 Q3	$15K	Sell	336 -8	-2%	-$360	0.01%	519
2017 Q2	$15K	Hold	344	–	–	0.01%	468
2017 Q1	$15K	Buy	344 +8	+2%	+$343	0.01%	476
2016 Q4	$14K	Hold	336	–	–	0.01%	476
2016 Q3	$13K	Hold	336	–	–	0.01%	489
2016 Q2	$14K	Hold	336	–	–	0.01%	491
2016 Q1	$13K	Hold	336	–	–	0.01%	495
2015 Q4	$13K	Buy	+336	New	+$13.3K	0.01%	497

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

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

SGI

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

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

Two Sigma Investments New York $124B AUM 33.93% 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

Mosaic Family Wealth's XLY Position: Q2 2019 in Review

Mosaic Family Wealth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2019, closing a stake of 598 shares — an estimated $34K sold.

Mosaic Family Wealth first reported a position in XLY in Q4 2015 and held it in 14 quarters. The position peaked at $63K in Q2 2018. 713 funds tracked by Wall St. Rank hold XLY as of Q2 2019.

Mosaic Family Wealth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 598 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2019, an estimated $34K.
Mosaic Family Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $63K in Q2 2018.
713 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.