WESPAC Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

WESPAC 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	–	Sell	-9,784	Closed	-$614K	–	96
2019 Q4	$614K	Sell	9,784 -13,532	-58%	-$823K	0.6%	60
2019 Q3	$1.41M	Buy	+23,316	New	+$1.41M	1.4%	31
2016 Q4	–	Sell	-36,368	Closed	-$1.46M	–	142
2016 Q3	$1.46M	Sell	36,368 -3,102	-8%	-$125K	1.64%	20
2016 Q2	$1.54M	Buy	39,470 +5,262	+15%	+$207K	1.59%	19
2016 Q1	$1.35M	Buy	+34,208	New	+$1.27M	1.68%	19
2013 Q4	–	Sell	-44,196	Closed	-$1.34M	–	151
2013 Q3	$1.34M	Sell	44,196 -3,224	-7%	-$95.6K	1.56%	17
2013 Q2	$1.34M	Buy	+47,420	New	+$1.31M	2.03%	9

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

WESPAC Advisors's XLY Position: Q1 2020 in Review

WESPAC Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2020, closing a stake of 9,784 shares — an estimated $614K sold.

WESPAC Advisors first reported a position in XLY in Q2 2013 and held it in 7 quarters. The position peaked at $1.54M in Q2 2016. 726 funds tracked by Wall St. Rank hold XLY as of Q1 2020.

WESPAC Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
WESPAC Advisors sold 9,784 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2020, an estimated $614K.
WESPAC Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and held it in 7 quarters.
WESPAC Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.54M in Q2 2016.
726 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2020.

Based on WESPAC Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.