Strategic Point Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Strategic Point Investment Advisors’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
2014 Q1	–	Sell	-251,900	Closed	-$8.42M	–	13
2013 Q4	$8.42M	Sell	251,900 -450	-0.2%	-$14.3K	4.05%	6
2013 Q3	$7.65M	Buy	252,350 +1,010	+0.4%	+$30K	3.99%	6
2013 Q2	$7.09M	Buy	+251,340	New	+$6.96M	4.14%	5

Other funds holding XLY

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Strategic Point Investment Advisors's XLY Position: Q1 2014 in Review

Strategic Point Investment Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2014, closing a stake of 251,900 shares — an estimated $8.42M sold.

Strategic Point Investment Advisors first reported a position in XLY in Q2 2013 and held it in 3 quarters. The position peaked at $8.42M in Q4 2013. 306 funds tracked by Wall St. Rank hold XLY as of Q1 2014.

Strategic Point Investment Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2014 after selling out during the quarter.
Strategic Point Investment Advisors sold 251,900 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2014, an estimated $8.42M.
Strategic Point Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and held it in 3 quarters.
Strategic Point Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.42M in Q4 2013.
306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2014.

Based on Strategic Point Investment Advisors's 13F filing for Q1 2014, filed 8 May 2014.