Neuburgh Advisers’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Neuburgh Advisers’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 Q3	$788K	Sell	13,056 -7,820	-37%	-$471K	0.02%	364
2019 Q2	$1.24M	Sell	20,876 -408	-2%	-$23.9K	0.04%	295
2019 Q1	$1.21M	Sell	21,284 -8,568	-29%	-$465K	0.04%	269
2018 Q4	$1.48M	Sell	29,852 -89,352	-75%	-$4.72M	0.06%	223
2018 Q3	$6.99M	Sell	119,204 -6,392	-5%	-$364K	0.23%	100
2018 Q2	$6.86M	Sell	125,596 -29,784	-19%	-$1.57M	0.23%	95
2018 Q1	$7.87M	Sell	155,380 -19,448	-11%	-$1.01M	0.28%	76
2017 Q4	$8.63M	Sell	174,828 -49,776	-22%	-$2.34M	0.31%	73
2017 Q3	$10.1M	Sell	224,604 -69,360	-24%	-$3.12M	0.38%	62
2017 Q2	$13.2M	Buy	293,964 +89,556	+44%	+$4.01M	0.5%	53
2017 Q1	$8.99M	Buy	+204,408	New	+$8.76M	0.36%	62

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

Two Sigma Advisers New York $51.4B AUM 31.07% 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

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

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

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

Neuburgh Advisers's XLY Position: Q3 2019 in Review

Neuburgh Advisers reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 37% in Q3 2019, selling an estimated $471K and leaving 13,056 shares worth $788K. The position accounts for 0.02% of the portfolio, ranked #364.

Neuburgh Advisers first reported a position in XLY in Q1 2017 and has held it in 11 quarters since. The position peaked at $13.2M in Q2 2017. 730 funds tracked by Wall St. Rank hold XLY as of Q3 2019.

Neuburgh Advisers held 13,056 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $788K as of Q3 2019.
Neuburgh Advisers sold 7,820 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2019, an estimated $471K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Neuburgh Advisers's portfolio in Q3 2019, its #364 holding.
Neuburgh Advisers first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2017 and has held it in 11 quarters since.
Neuburgh Advisers's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $13.2M in Q2 2017.
730 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.