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

Placemark 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
2014 Q4	$41.5M	Buy	1,149,676 +219,512	+24%	+$7.53M	0.73%	12
2014 Q3	$31M	Buy	930,164 +919,274	+8,441%	+$31.1M	0.57%	21
2014 Q2	$363K	Sell	10,890 -13,652	-56%	-$443K	0.01%	1315
2014 Q1	$794K	Sell	24,542 -1,345,850	-98%	-$43.9M	0.02%	920
2013 Q4	$45.8M	Buy	1,370,392 +178,666	+15%	+$5.69M	0.75%	18
2013 Q3	$36.1M	Buy	1,191,726 +367,892	+45%	+$10.9M	0.69%	18
2013 Q2	$23.2M	Buy	+823,834	New	+$22.8M	0.5%	31

Other funds holding XLY

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

FSIM

F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return

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

Placemark Investments's XLY Position: Q4 2014 in Review

Placemark Investments increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 24% in Q4 2014, buying an estimated $7.53M and bringing the position to 1,149,676 shares worth $41.5M. The position accounts for 0.73% of the portfolio, ranked #12.

Placemark Investments first reported a position in XLY in Q2 2013 and has held it in 7 quarters since. The position peaked at $45.8M in Q4 2013. 403 funds tracked by Wall St. Rank hold XLY as of Q4 2014.

Placemark Investments held 1,149,676 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $41.5M as of Q4 2014.
Placemark Investments bought 219,512 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2014, an estimated $7.53M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.73% of Placemark Investments's portfolio in Q4 2014, its #12 holding.
Placemark Investments first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $45.8M in Q4 2013.
403 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.