Peloton Wealth Strategists’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Peloton Wealth Strategists’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 Q1	–	Sell	-9,854	Closed	-$401K	–	73
2016 Q4	$401K	Hold	9,854	–	–	0.33%	71
2016 Q3	$394K	Buy	+9,854	New	+$397K	0.33%	69
2014 Q3	–	Sell	-16,980	Closed	-$663K	–	102
2014 Q2	$663K	Buy	+16,980	New	+$551K	0.58%	59

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Peloton Wealth Strategists's XLY Position: Q1 2017 in Review

Peloton Wealth Strategists sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2017, closing a stake of 9,854 shares — an estimated $401K sold.

Peloton Wealth Strategists first reported a position in XLY in Q2 2014 and held it in 3 quarters. The position peaked at $663K in Q2 2014. 511 funds tracked by Wall St. Rank hold XLY as of Q1 2017.

Peloton Wealth Strategists reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
Peloton Wealth Strategists sold 9,854 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2017, an estimated $401K.
Peloton Wealth Strategists first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2014 and held it in 3 quarters.
Peloton Wealth Strategists's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $663K in Q2 2014.
511 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2017.

Based on Peloton Wealth Strategists's 13F filing for Q1 2017, filed 16 May 2017.