Scopus Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Scopus Asset Management’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
2026 Q1	$5.45M	Buy	+50,000	New	+$5.84M	0.09%	224
2018 Q2	–	Sell	-500,000	Closed	-$25.3M	–	393
2018 Q1	$25.3M	Buy	+500,000	New	+$26.1M	0.23%	122
2016 Q2	–	Sell	-8,000,000	Closed	-$316M	–	264
2016 Q1	$316M	Buy	+8,000,000	New	+$298M	5.34%	2

Other funds holding XLY

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Scopus Asset Management's XLY Position: Q3 2017 in Review

Scopus Asset Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2017, closing a stake of 2,000 shares — an estimated $90K sold.

Scopus Asset Management first reported a position in XLY in Q2 2017 and held it in 1 quarter. The position peaked at $90K in Q2 2017. 512 funds tracked by Wall St. Rank hold XLY as of Q3 2017.

Scopus Asset Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
Scopus Asset Management sold 2,000 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2017, an estimated $90K.
Scopus Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2017 and held it in 1 quarter.
Scopus Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $90K in Q2 2017.
512 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2017.

Based on Scopus Asset Management's 13F filing for Q3 2017, filed 14 Nov 2017.