Stack Financial Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Stack Financial 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
2020 Q3	–	Sell	-4,714	Closed	-$301K	–	54
2020 Q2	$301K	Buy	+4,714	New	+$278K	0.03%	48
2020 Q1	–	Sell	-4,312	Closed	-$270K	–	52
2019 Q4	$270K	Sell	4,312 -142	-3%	-$8.64K	0.03%	47
2019 Q3	$269K	Buy	+4,454	New	+$268K	0.03%	45
2017 Q1	–	Sell	-9,718	Closed	-$396K	–	61
2016 Q4	$396K	Buy	+9,718	New	+$392K	0.04%	56

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

Stack Financial Management's XLY Position: Q3 2020 in Review

Stack Financial Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2020, closing a stake of 4,714 shares — an estimated $301K sold.

Stack Financial Management first reported a position in XLY in Q4 2016 and held it in 4 quarters. The position peaked at $396K in Q4 2016. 815 funds tracked by Wall St. Rank hold XLY as of Q3 2020.

Stack Financial Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Stack Financial Management sold 4,714 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2020, an estimated $301K.
Stack Financial Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and held it in 4 quarters.
Stack Financial Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $396K in Q4 2016.
815 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2020.

Based on Stack Financial Management's 13F filing for Q3 2020, filed 4 Nov 2020.