Numeric Investors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Numeric Investors’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	$2.28M	Buy	+46,200	New	+$2.17M	0.02%	598
2017 Q2	–	Sell	-356,000	Closed	-$15.7M	–	1179
2017 Q1	$15.7M	Buy	+356,000	New	+$15.2M	0.14%	173
2015 Q2	–	Sell	-46,800	Closed	-$1.76M	–	1101
2015 Q1	$1.76M	Buy	+46,800	New	+$1.72M	0.02%	370
2014 Q1	–	Sell	-44,400	Closed	-$1.48M	–	915
2013 Q4	$1.48M	Buy	44,400 +7,000	+19%	+$223K	0.02%	395
2013 Q3	$1.13M	Buy	+37,400	New	+$1.11M	0.02%	425

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

Numeric Investors's XLY Position: Q4 2017 in Review

Numeric Investors opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2017: 46,200 shares worth $2.28M. The stake represents 0.02% of the portfolio and ranks #598 among its holdings. This is a return to the name: Numeric Investors previously reported a position in XLY as recently as Q1 2017.

Numeric Investors first reported a position in XLY in Q3 2013 and has held it in 5 quarters since. The position peaked at $15.7M in Q1 2017. 607 funds tracked by Wall St. Rank hold XLY as of Q4 2017.

Numeric Investors held 46,200 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.28M as of Q4 2017.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Numeric Investors position in Q4 2017.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Numeric Investors's portfolio in Q4 2017, its #598 holding.
Numeric Investors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2013 and has held it in 5 quarters since.
Numeric Investors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $15.7M in Q1 2017.
607 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.