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

Squar Milner 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 Q3	–	Sell	-4,536	Closed	-$290K	–	203
2020 Q2	$290K	Buy	4,536 +3,368	+288%	+$199K	0.16%	157
2020 Q1	$57K	Sell	1,168 -2	-0.2%	-$118	0.03%	351
2019 Q4	$73K	Sell	1,170 -3,372	-74%	-$205K	0.04%	379
2019 Q3	$334K	Buy	4,542 +3,374	+289%	+$203K	0.17%	145
2019 Q2	$70K	Hold	1,168	–	–	0.05%	316
2019 Q1	$66K	Hold	1,168	–	–	0.05%	295
2018 Q4	$58K	Hold	1,168	–	–	0.06%	275
2018 Q3	$68K	Sell	1,168 -3,290	-74%	-$187K	0.06%	272
2018 Q2	$244K	Buy	4,458 +6	+0.1%	+$317	0.22%	127
2018 Q1	$225K	Buy	4,452 +10	+0.2%	+$521	0.28%	132
2017 Q4	$241K	Buy	+4,442	New	+$209K	0.29%	124

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

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

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

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

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

SGI

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

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

Squar Milner Financial Services's XLY Position: Q3 2020 in Review

Squar Milner Financial Services sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2020, closing a stake of 4,536 shares — an estimated $290K sold.

Squar Milner Financial Services first reported a position in XLY in Q4 2017 and held it in 11 quarters. The position peaked at $334K in Q3 2019. 815 funds tracked by Wall St. Rank hold XLY as of Q3 2020.

Squar Milner Financial Services reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 4,536 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2020, an estimated $290K.
Squar Milner Financial Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $334K in Q3 2019.
815 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.