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

Stearns Financial Services 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
2020 Q1	–	Sell	-242	Closed	-$15K	–	233
2019 Q4	$15K	Hold	242	–	–	﹤0.01%	173
2019 Q3	$15K	Hold	242	–	–	﹤0.01%	162
2019 Q2	$14K	Hold	242	–	–	﹤0.01%	161
2019 Q1	$14K	Sell	242 -1,128	-82%	-$61.2K	﹤0.01%	163
2018 Q4	$68K	Buy	1,370 +6	+0.4%	+$317	0.01%	141
2018 Q3	$80K	Buy	+1,364	New	+$77.7K	0.02%	142

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

Stearns Financial Services Group's XLY Position: Q1 2020 in Review

Stearns Financial Services Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2020, closing a stake of 242 shares — an estimated $15K sold.

Stearns Financial Services Group first reported a position in XLY in Q3 2018 and held it in 6 quarters. The position peaked at $80K in Q3 2018. 726 funds tracked by Wall St. Rank hold XLY as of Q1 2020.

Stearns Financial Services Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Stearns Financial Services Group sold 242 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2020, an estimated $15K.
Stearns Financial Services Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2018 and held it in 6 quarters.
Stearns Financial Services Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $80K in Q3 2018.
726 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2020.

Based on Stearns Financial Services Group's 13F filing for Q1 2020, filed 14 May 2020.