Vickerman & Driscoll Financial Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Vickerman & Driscoll Financial 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
2020 Q1	$4.83M	Buy	98,396 +15,256	+18%	+$901K	2.96%	11
2019 Q4	$5.21M	Sell	83,140 -366	-0.4%	-$22.3K	2.63%	13
2019 Q3	$5.04M	Sell	83,506 -282	-0.3%	-$17K	2.77%	11
2019 Q2	$4.99M	Sell	83,788 -1,730	-2%	-$101K	2.77%	11
2019 Q1	$4.87M	Buy	85,518 +550	+0.6%	+$29.8K	2.75%	12
2018 Q4	$4.21M	Sell	84,968 -2,146	-2%	-$113K	3.27%	9
2018 Q3	$5.11M	Sell	87,114 -21,886	-20%	-$1.25M	3.56%	8
2018 Q2	$5.96M	Buy	109,000 +1,640	+2%	+$86.7K	4.35%	8
2018 Q1	$5.44M	Buy	107,360 +1,982	+2%	+$103K	4.01%	8
2017 Q4	$5.2M	Buy	+105,378	New	+$4.96M	4.09%	5

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

Two Sigma Advisers New York $51.4B AUM 31.07% 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

Vickerman & Driscoll Financial Advisors's XLY Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 18% in Q1 2020, buying an estimated $901K and bringing the position to 98,396 shares worth $4.83M. The position accounts for 2.96% of the portfolio, ranked #11.

Vickerman & Driscoll Financial Advisors first reported a position in XLY in Q4 2017 and has held it in 10 quarters since. The position peaked at $5.96M in Q2 2018. 726 funds tracked by Wall St. Rank hold XLY as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 98,396 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.83M as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 15,256 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2020, an estimated $901K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 2.96% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #11 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.96M in Q2 2018.
726 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.