Partnervest Advisory Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Partnervest Advisory Services’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 Q3	$455K	Buy	6,192 +38	+0.6%	+$2.69K	0.14%	119
2020 Q2	$393K	Sell	6,154 -1,618	-21%	-$95.4K	0.15%	116
2020 Q1	$381K	Buy	7,772 +3,508	+82%	+$207K	0.17%	106
2019 Q4	$267K	Sell	4,264 -36,078	-89%	-$2.19M	0.1%	165
2019 Q3	$2.43M	Sell	40,342 -1,608	-4%	-$96.9K	0.87%	17
2019 Q2	$2.5M	Sell	41,950 -1,148	-3%	-$67.2K	0.99%	12
2019 Q1	$2.45M	Buy	+43,098	New	+$2.34M	1.02%	12
2018 Q4	–	Sell	-4,502	Closed	-$264K	–	252
2018 Q3	$264K	Buy	+4,502	New	+$256K	0.1%	176
2016 Q1	–	Sell	-6,942	Closed	-$274K	–	205
2015 Q4	$274K	Sell	6,942 -1,028	-13%	-$40.8K	0.15%	123
2015 Q3	$295K	Sell	7,970 -4,208	-35%	-$162K	0.17%	117
2015 Q2	$465K	Hold	12,178	–	–	0.23%	79
2015 Q1	$457K	Buy	12,178 +4,200	+53%	+$154K	0.24%	71
2014 Q4	$287K	Buy	+7,978	New	+$274K	0.14%	115
2014 Q3	–	Sell	-22,518	Closed	-$752K	–	821
2014 Q2	$752K	Sell	22,518 -9,078	-29%	-$294K	0.34%	46
2014 Q1	$1.02M	Buy	31,596 +15,474	+96%	+$505K	0.46%	34
2013 Q4	$539K	Buy	16,122 +15,320	+1,910%	+$487K	0.25%	60
2013 Q3	$24K	Buy	802 +2	+0.3%	+$59	0.01%	418
2013 Q2	$23K	Buy	+800	New	+$22.1K	0.01%	394

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 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

Partnervest Advisory Services's XLY Position: Q3 2020 in Review

Partnervest Advisory Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.62% in Q3 2020, buying an estimated $2.69K and bringing the position to 6,192 shares worth $455K. The position accounts for 0.14% of the portfolio, ranked #119.

Partnervest Advisory Services first reported a position in XLY in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.5M in Q2 2019. 815 funds tracked by Wall St. Rank hold XLY as of Q3 2020.

Partnervest Advisory Services held 6,192 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $455K as of Q3 2020.
Partnervest Advisory Services bought 38 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2020, an estimated $2.69K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.14% of Partnervest Advisory Services's portfolio in Q3 2020, its #119 holding.
Partnervest Advisory Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 18 quarters since.
Partnervest Advisory Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.5M in Q2 2019.
815 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.