Schroder Investment Management Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Schroder Investment Management Group’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 Q4	–	Sell	-3,720	Closed	-$167K	–	1390
2017 Q3	$167K	Buy	3,720 +1,560	+72%	+$70.2K	﹤0.01%	1213
2017 Q2	$96K	Sell	2,160 -1,906	-47%	-$85.4K	﹤0.01%	1211
2017 Q1	$179K	Buy	+4,066	New	+$174K	﹤0.01%	1117
2016 Q1	–	Sell	-143,242	Closed	-$5.6M	–	1234
2015 Q4	$5.6M	Buy	+143,242	New	+$5.68M	0.01%	724
2015 Q3	–	Sell	-1,967,816	Closed	-$74.9M	–	1229
2015 Q2	$74.9M	Sell	1,967,816 -1,322,720	-40%	-$50.6M	0.15%	185
2015 Q1	$123M	Buy	3,290,536 +210,340	+7%	+$7.73M	0.24%	107
2014 Q4	$111M	Buy	+3,080,196	New	+$106M	0.22%	128

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SGI

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Schroder Investment Management Group's XLY Position: Q4 2017 in Review

Schroder Investment Management Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2017, closing a stake of 3,720 shares — an estimated $167K sold.

Schroder Investment Management Group first reported a position in XLY in Q4 2014 and held it in 7 quarters. The position peaked at $123M in Q1 2015. 607 funds tracked by Wall St. Rank hold XLY as of Q4 2017.

Schroder Investment Management Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
Schroder Investment Management Group sold 3,720 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2017, an estimated $167K.
Schroder Investment Management Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and held it in 7 quarters.
Schroder Investment Management Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $123M in Q1 2015.
607 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2017.

Based on Schroder Investment Management Group's 13F filing for Q4 2017, filed 9 Feb 2018.