Stellar Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Stellar Capital 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 Q2	$227K	Buy	+3,562	New	+$210K	0.15%	73
2020 Q1	–	Sell	-3,954	Closed	-$248K	–	85
2019 Q4	$248K	Sell	3,954 -200	-5%	-$12.2K	0.15%	75
2019 Q3	$251K	Hold	4,154	–	–	0.16%	75
2019 Q2	$236K	Hold	4,154	–	–	0.15%	78
2019 Q1	$236K	Buy	4,154 +70	+2%	+$3.79K	0.15%	78
2018 Q4	$203K	Sell	4,084 -300	-7%	-$15.9K	0.16%	80
2018 Q3	$257K	Buy	4,384 +50	+1%	+$2.85K	0.16%	77
2018 Q2	$237K	Buy	+4,334	New	+$229K	0.16%	76

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

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

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

Stellar Capital Management's XLY Position: Q2 2020 in Review

Stellar Capital Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2020: 3,562 shares worth $227K. The stake represents 0.15% of the portfolio and ranks #73 among its holdings. This is a return to the name: Stellar Capital Management previously reported a position in XLY as recently as Q4 2019.

Stellar Capital Management first reported a position in XLY in Q2 2018 and has held it in 8 quarters since. The position peaked at $257K in Q3 2018. 776 funds tracked by Wall St. Rank hold XLY as of Q2 2020.

Stellar Capital Management held 3,562 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $227K as of Q2 2020.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Stellar Capital Management position in Q2 2020.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.15% of Stellar Capital Management's portfolio in Q2 2020, its #73 holding.
Stellar Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and has held it in 8 quarters since.
Stellar Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $257K in Q3 2018.
776 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2020.

Based on Stellar Capital Management's 13F filing for Q2 2020, filed 17 Aug 2020.