National Planning Corporation’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

National Planning Corporation’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
2017 Q4	–	Sell	-31,610	Closed	-$1.42M	–	640
2017 Q3	$1.42M	Sell	31,610 -4,356	-12%	-$196K	0.12%	183
2017 Q2	$1.61M	Sell	35,966 -1,080	-3%	-$48.4K	0.12%	184
2017 Q1	$1.62M	Buy	37,046 +454	+1%	+$19.4K	0.12%	183
2016 Q4	$1.55M	Buy	36,592 +20,654	+130%	+$834K	0.12%	177
2016 Q3	$626K	Sell	15,938 -11,626	-42%	-$468K	0.05%	314
2016 Q2	$1.11M	Sell	27,564 -2,514	-8%	-$98.9K	0.09%	225
2016 Q1	$1.19M	Sell	30,078 -25,684	-46%	-$957K	0.1%	196
2015 Q4	$1.96M	Buy	55,762 +33,272	+148%	+$1.32M	0.16%	141
2015 Q3	$912K	Buy	22,490 +13,826	+160%	+$531K	0.08%	226
2015 Q2	$339K	Buy	8,664 +1,822	+27%	+$69.7K	0.03%	446
2015 Q1	$259K	Sell	6,842 -942	-12%	-$34.6K	0.02%	523
2014 Q4	$275K	Sell	7,784 -2,612	-25%	-$89.6K	0.02%	569
2014 Q3	$348K	Sell	10,396 -23,204	-69%	-$784K	0.03%	513
2014 Q2	$1.12M	Sell	33,600 -3,700	-10%	-$120K	0.09%	226
2014 Q1	$1.23M	Sell	37,300 -43,124	-54%	-$1.41M	0.11%	194
2013 Q4	$2.69M	Buy	80,424 +9,558	+13%	+$304K	0.24%	93
2013 Q3	$2.15M	Sell	70,866 -66,230	-48%	-$1.96M	0.21%	113
2013 Q2	$3.89M	Buy	+137,096	New	+$3.79M	0.48%	56

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

National Planning Corporation's XLY Position: Q4 2017 in Review

National Planning Corporation sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2017, closing a stake of 31,610 shares — an estimated $1.42M sold.

National Planning Corporation first reported a position in XLY in Q2 2013 and held it in 18 quarters. The position peaked at $3.89M in Q2 2013. 607 funds tracked by Wall St. Rank hold XLY as of Q4 2017.

National Planning Corporation reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 31,610 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2017, an estimated $1.42M.
National Planning Corporation first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and held it in 18 quarters.
National Planning Corporation's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.89M in Q2 2013.
607 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.