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

Pacific 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
2020 Q4	–	Sell	-4,014	Closed	-$295K	–	136
2020 Q3	$295K	Buy	+4,014	New	+$284K	0.23%	51
2016 Q2	$1.16M	Buy	+29,822	New	+$1.17M	2.08%	13
2015 Q4	$1.2M	Buy	30,588 +138	+0.5%	+$5.48K	2.22%	9
2015 Q3	$1.13M	Buy	30,450 +2,478	+9%	+$95.2K	1.48%	18
2015 Q2	$1.07M	Sell	27,972 -120	-0.4%	-$4.59K	1.22%	22
2015 Q1	$1.06M	Buy	28,092 +28,002	+31,113%	+$1.03M	1.38%	26
2014 Q4	$3K	Buy	+90	New	+$3.09K	﹤0.01%	200
2014 Q1	–	Sell	-36,892	Closed	-$1.23M	–	66
2013 Q4	$1.23M	Sell	36,892 -154,390	-81%	-$4.91M	2.37%	12
2013 Q3	$5.8M	Buy	191,282 +153,476	+406%	+$4.55M	4.09%	5
2013 Q2	$1.07M	Buy	+37,806	New	+$1.05M	2.33%	12

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Pacific Financial Group's XLY Position: Q4 2020 in Review

Pacific Financial Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2020, closing a stake of 4,014 shares — an estimated $295K sold.

Pacific Financial Group first reported a position in XLY in Q2 2013 and held it in 10 quarters. The position peaked at $5.8M in Q3 2013. 952 funds tracked by Wall St. Rank hold XLY as of Q4 2020.

Pacific Financial Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Pacific Financial Group sold 4,014 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2020, an estimated $295K.
Pacific Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and held it in 10 quarters.
Pacific Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.8M in Q3 2013.
952 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2020.

Based on Pacific Financial Group's 13F filing for Q4 2020, filed 12 Jan 2021.