Quantum Capital Management (California)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Quantum Capital Management (California)’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	$80K	Hold	1,100	–	–	0.09%	134
2020 Q2	$70K	Hold	1,100	–	–	0.04%	205
2020 Q1	$54K	Hold	1,100	–	–	0.04%	218
2019 Q4	$69K	Hold	1,100	–	–	0.03%	232
2019 Q3	$66K	Buy	+1,100	New	+$66.3K	0.03%	241

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

Quantum Capital Management (California)'s XLY Position: Q3 2020 in Review

Quantum Capital Management (California) held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q3 2020 at 1,100 shares worth $80K. The position accounts for 0.09% of the portfolio, ranked #134.

Quantum Capital Management (California) first reported a position in XLY in Q3 2019 and has held it in 5 quarters since. 815 funds tracked by Wall St. Rank hold XLY as of Q3 2020.

Quantum Capital Management (California) held 1,100 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $80K as of Q3 2020.
Quantum Capital Management (California) left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q3 2020.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Quantum Capital Management (California)'s portfolio in Q3 2020, its #134 holding.
Quantum Capital Management (California) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2019 and has held it in 5 quarters since.
815 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.