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Noven Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Noven Financial Group’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
2016
Q1 		– Sell
-8,864
Closed -$346K – 52
2015
Q4 		$346K Buy
+8,864
New +$352K 0.26% 32

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Noven Financial Group's XLY Position: Q1 2016 in Review

Noven Financial Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2016, closing a stake of 8,864 shares — an estimated $346K sold.

Noven Financial Group first reported a position in XLY in Q4 2015 and held it in 1 quarter. The position peaked at $346K in Q4 2015. 450 funds tracked by Wall St. Rank hold XLY as of Q1 2016.

  • Noven Financial Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2016 after selling out during the quarter.
  • Noven Financial Group sold 8,864 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2016, an estimated $346K.
  • Noven Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and held it in 1 quarter.
  • Noven Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $346K in Q4 2015.
  • 450 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2016.

Based on Noven Financial Group's 13F filing for Q1 2016, filed 12 May 2016.