Parkside Investments’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Parkside Investments’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 Q2	–	Sell	-83,400	Closed	-$4.09M	–	113
2020 Q1	$4.09M	Sell	83,400 -5,438	-6%	-$321K	1.35%	25
2019 Q4	$5.57M	Sell	88,838 -162	-0.2%	-$9.86K	1.35%	23
2019 Q3	$5.37M	Sell	89,000 -1,060	-1%	-$63.9K	1.44%	19
2019 Q2	$5.37M	Sell	90,060 -2,400	-3%	-$140K	1.4%	23
2019 Q1	$5.26M	Buy	92,460 +46,810	+103%	+$2.54M	1.44%	20
2018 Q4	$2.26M	Sell	45,650 -33,720	-42%	-$1.78M	0.98%	37
2018 Q3	$4.65M	Buy	79,370 +250	+0.3%	+$14.2K	2.2%	7
2018 Q2	$4.42M	Sell	79,120 -1,000	-1%	-$52.8K	2.16%	7
2018 Q1	$4.06M	Buy	80,120 +350	+0.4%	+$18.2K	2.11%	9
2017 Q4	$3.94M	Buy	+79,770	New	+$3.75M	1.92%	15

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

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

BlackRock New York $5.72T AUM 30.48% 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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

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

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

Parkside Investments's XLY Position: Q2 2020 in Review

Parkside Investments sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2020, closing a stake of 83,400 shares — an estimated $4.09M sold.

Parkside Investments first reported a position in XLY in Q4 2017 and held it in 10 quarters. The position peaked at $5.57M in Q4 2019. 776 funds tracked by Wall St. Rank hold XLY as of Q2 2020.

Parkside Investments reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Parkside Investments sold 83,400 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2020, an estimated $4.09M.
Parkside Investments first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and held it in 10 quarters.
Parkside Investments's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.57M in Q4 2019.
776 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2020.

Based on Parkside Investments's 13F filing for Q2 2020, filed 23 Jul 2020.