SevenBridge Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-264	Closed	-$16K	–	590
2019 Q2	$16K	Hold	264	–	–	0.01%	409
2019 Q1	$15K	Hold	264	–	–	0.01%	372
2018 Q4	$13K	Hold	264	–	–	0.01%	345
2018 Q3	$16K	Sell	264 -240	-48%	-$13.7K	0.01%	366
2018 Q2	$28K	Hold	504	–	–	0.02%	305
2018 Q1	$26K	Hold	504	–	–	0.01%	325
2017 Q4	$25K	Hold	504	–	–	0.01%	347
2017 Q3	$23K	Hold	504	–	–	0.01%	359
2017 Q2	$23K	Hold	504	–	–	0.01%	368
2017 Q1	$22K	Sell	504 -520	-51%	-$22.3K	0.01%	361
2016 Q4	$40K	Hold	1,024	–	–	0.03%	283
2016 Q3	$40K	Sell	1,024 -178	-15%	-$7.17K	0.03%	281
2016 Q2	$47K	Buy	+1,202	New	+$47.3K	0.03%	287

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

Two Sigma Advisers New York $51.4B AUM 31.07% 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

SGI

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

SevenBridge Financial Group's XLY Position: Q3 2019 in Review

SevenBridge Financial Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2019, closing a stake of 264 shares — an estimated $16K sold.

SevenBridge Financial Group first reported a position in XLY in Q2 2016 and held it in 13 quarters. The position peaked at $47K in Q2 2016. 730 funds tracked by Wall St. Rank hold XLY as of Q3 2019.

SevenBridge Financial Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 264 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2019, an estimated $16K.
SevenBridge Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $47K in Q2 2016.
730 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.