Sunflower Bank Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Sunflower Bank Wealth 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
2018 Q4	–	Sell	-4,244	Closed	-$249K	–	138
2018 Q3	$249K	Hold	4,244	–	–	0.07%	126
2018 Q2	$232K	Buy	4,244 +150	+4%	+$7.93K	0.07%	130
2018 Q1	$207K	Hold	4,094	–	–	0.06%	136
2017 Q4	$202K	Sell	4,094 -169,884	-98%	-$7.99M	0.05%	134
2017 Q3	$7.84M	Buy	+173,978	New	+$7.82M	2.84%	6
2016 Q4	–	Sell	-8,044	Closed	-$322K	–	92
2016 Q3	$322K	Sell	8,044 -81,368	-91%	-$3.28M	0.12%	77
2016 Q2	$3.49M	Sell	89,412 -7,254	-8%	-$285K	1.22%	16
2016 Q1	$3.82M	Sell	96,666 -10,508	-10%	-$391K	1.36%	14
2015 Q4	$4.19M	Buy	107,174 +300	+0.3%	+$11.9K	1.47%	15
2015 Q3	$3.97M	Buy	106,874 +36,898	+53%	+$1.42M	1.45%	17
2015 Q2	$2.67M	Buy	69,976 +3,342	+5%	+$128K	0.91%	23
2015 Q1	$2.51M	Buy	66,634 +18,470	+38%	+$679K	0.83%	25
2014 Q4	$1.74M	Buy	+48,164	New	+$1.65M	0.55%	35

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sunflower Bank Wealth Management's XLY Position: Q4 2018 in Review

Sunflower Bank Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2018, closing a stake of 4,244 shares — an estimated $249K sold.

Sunflower Bank Wealth Management first reported a position in XLY in Q4 2014 and held it in 13 quarters. The position peaked at $7.84M in Q3 2017. 689 funds tracked by Wall St. Rank hold XLY as of Q4 2018.

Sunflower Bank Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Sunflower Bank Wealth Management sold 4,244 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2018, an estimated $249K.
Sunflower Bank Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and held it in 13 quarters.
Sunflower Bank Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7.84M in Q3 2017.
689 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2018.

Based on Sunflower Bank Wealth Management's 13F filing for Q4 2018, filed 31 Jan 2019.