Secrest Blakey & Associates’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Secrest Blakey & Associates’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
2019 Q1	–	Sell	-5,306	Closed	-$263K	–	137
2018 Q4	$263K	Hold	5,306	–	–	0.22%	83
2018 Q3	$311K	Hold	5,306	–	–	0.24%	82
2018 Q2	$290K	Sell	5,306 -842	-14%	-$44.5K	0.23%	89
2018 Q1	$311K	Hold	6,148	–	–	0.27%	87
2017 Q4	$303K	Buy	+6,148	New	+$289K	0.25%	84

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

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

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

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

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

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

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

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

Secrest Blakey & Associates's XLY Position: Q1 2019 in Review

Secrest Blakey & Associates sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2019, closing a stake of 5,306 shares — an estimated $263K sold.

Secrest Blakey & Associates first reported a position in XLY in Q4 2017 and held it in 5 quarters. The position peaked at $311K in Q3 2018. 712 funds tracked by Wall St. Rank hold XLY as of Q1 2019.

Secrest Blakey & Associates reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Secrest Blakey & Associates sold 5,306 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2019, an estimated $263K.
Secrest Blakey & Associates first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and held it in 5 quarters.
Secrest Blakey & Associates's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $311K in Q3 2018.
712 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2019.

Based on Secrest Blakey & Associates's 13F filing for Q1 2019, filed 6 May 2019.