Trustmark National Bank Trust Department’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Trustmark National Bank Trust Department’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
2019 Q3	–	Sell	-250	Closed	-$15K	–	559
2019 Q2	$15K	Hold	250	–	–	﹤0.01%	440
2019 Q1	$14K	Hold	250	–	–	﹤0.01%	446
2018 Q4	$12K	Hold	250	–	–	﹤0.01%	445
2018 Q3	$15K	Buy	+250	New	+$14.2K	﹤0.01%	459
2014 Q1	–	Sell	-6,000	Closed	-$200K	–	358
2013 Q4	$200K	Buy	+6,000	New	+$191K	0.02%	325

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Trustmark National Bank Trust Department's XLY Position: Q3 2019 in Review

Trustmark National Bank Trust Department sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2019, closing a stake of 250 shares — an estimated $15K sold.

Trustmark National Bank Trust Department first reported a position in XLY in Q4 2013 and held it in 5 quarters. The position peaked at $200K in Q4 2013. 730 funds tracked by Wall St. Rank hold XLY as of Q3 2019.

Trustmark National Bank Trust Department reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Trustmark National Bank Trust Department sold 250 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2019, an estimated $15K.
Trustmark National Bank Trust Department first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and held it in 5 quarters.
Trustmark National Bank Trust Department's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $200K in Q4 2013.
730 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2019.

Based on Trustmark National Bank Trust Department's 13F filing for Q3 2019, filed 14 Nov 2019.