Searcy Financial Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Searcy Financial Services’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 Q1	–	Sell	-191,952	Closed	-$12M	–	17
2019 Q4	$12M	Sell	191,952 -4,942	-3%	-$301K	8.64%	7
2019 Q3	$11.9M	Sell	196,894 -4,620	-2%	-$278K	8.8%	7
2019 Q2	$12M	Sell	201,514 -444	-0.2%	-$26K	9.43%	7
2019 Q1	$11.5M	Sell	201,958 -23,910	-11%	-$1.3M	9.42%	7
2018 Q4	$11.2M	Buy	+225,868	New	+$11.9M	14.18%	4

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

BlackRock New York $5.72T AUM 30.48% 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

SGI

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Searcy Financial Services's XLY Position: Q1 2020 in Review

Searcy Financial Services sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2020, closing a stake of 191,952 shares — an estimated $12M sold.

Searcy Financial Services first reported a position in XLY in Q4 2018 and held it in 5 quarters. The position peaked at $12M in Q4 2019. 726 funds tracked by Wall St. Rank hold XLY as of Q1 2020.

Searcy Financial Services reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Searcy Financial Services sold 191,952 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2020, an estimated $12M.
Searcy Financial Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and held it in 5 quarters.
Searcy Financial Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $12M in Q4 2019.
726 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2020.

Based on Searcy Financial Services's 13F filing for Q1 2020, filed 15 Apr 2020.