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Sun Life Financial’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Sun Life Financial’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
2018
Q4 		– Sell
-96,596
Closed -$5.66M – 633
2018
Q3 		$5.66M Sell
96,596
-46,346
-32% -$2.64M 1.03% 15
2018
Q2 		$7.81M Buy
142,942
+123,966
+653% +$6.55M 1.11% 14
2018
Q1 		$93.7K Sell
18,976
-242,948
-93% -$12.7M 0.84% 18
2017
Q4 		$12.9M Hold
261,924
– – 1.32% 13
2017
Q3 		$11.8M Sell
261,924
-135,880
-34% -$6.11M 1.17% 13
2017
Q2 		$17.8M Buy
397,804
+338,652
+573% +$15.2M 1.91% 10
2017
Q1 		$336K Buy
59,152
+4,344
+8% +$186K 0.74% 23
2016
Q4 		$337K Sell
54,808
-685,382
-93% -$27.7M 3.77% 9
2016
Q3 		$29.6M Hold
740,190
– – 3.68% 8
2016
Q2 		$28.9M Sell
740,190
-214,034
-22% -$8.42M 3.41% 9
2016
Q1 		$37.7K Sell
954,224
-168
-0% -$6.26K 0.07% 43
2015
Q4 		$37.3M Sell
954,392
-27,310
-3% -$1.08M 5.1% 6
2015
Q3 		$36.5M Hold
981,702
– – 7.79% 3
2015
Q2 		$37.5M Hold
981,702
– – 4% 4
2015
Q1 		$36.9M Hold
981,702
– – 3.82% 6
2014
Q4 		$35.4M Hold
981,702
– – 3.71% 6
2014
Q3 		$32.7M Sell
981,702
-47,000
-5% -$1.59M 3.44% 6
2014
Q2 		$34.3M Sell
1,028,702
-161,028
-14% -$5.22M 3.56% 5
2014
Q1 		$38.5M Buy
1,189,730
+226,308
+23% +$7.38M 3.86% 4
2013
Q4 		$32.2M Buy
963,422
+872,980
+965% +$27.8M 2.85% 4
2013
Q3 		$2.74M Buy
+90,442
New +$2.68M 0.25% 85

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sun Life Financial's XLY Position: Q4 2018 in Review

Sun Life Financial sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2018, closing a stake of 96,596 shares — an estimated $5.66M sold.

Sun Life Financial first reported a position in XLY in Q3 2013 and held it in 21 quarters. The position peaked at $38.5M in Q1 2014. 689 funds tracked by Wall St. Rank hold XLY as of Q4 2018.

  • Sun Life Financial reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Sun Life Financial sold 96,596 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2018, an estimated $5.66M.
  • Sun Life Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2013 and held it in 21 quarters.
  • Sun Life Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $38.5M in Q1 2014.
  • 689 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2018.

Based on Sun Life Financial's 13F filing for Q4 2018, filed 6 Feb 2019.