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WA
WFG Advisors’s
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
Stock Holding History
WFG Advisors’s Portfolio
XLY Stock Details
XLY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
$830K
Buy
18,514
+520
+3%
+$23.3K
0.19%
126
2017
Q1
$791K
Sell
17,994
-726
-4%
-$31.1K
0.21%
115
2016
Q4
$762K
Buy
18,720
+6,444
+52%
+$260K
0.19%
143
2016
Q3
$491K
Sell
12,276
-4,824
-28%
-$194K
0.12%
183
2016
Q2
$667K
Sell
17,100
-3,670
-18%
-$144K
0.18%
140
2016
Q1
$821K
Buy
20,770
+404
+2%
+$15.1K
0.24%
105
2015
Q4
$796K
Buy
20,366
+2,696
+15%
+$107K
0.24%
102
2015
Q3
$656K
Sell
17,670
-2,064
-10%
-$79.3K
0.21%
112
2015
Q2
$755K
Buy
19,734
+4,614
+31%
+$177K
0.21%
114
2015
Q1
$570K
Sell
15,120
-514
-3%
-$18.9K
0.16%
144
2014
Q4
$564K
Sell
15,634
-13,656
-47%
-$468K
0.11%
198
2014
Q3
$977K
Sell
29,290
-724
-2%
-$24.5K
0.19%
129
2014
Q2
$1M
Buy
30,014
+844
+3%
+$27.4K
0.19%
128
2014
Q1
$944K
Sell
29,170
-171,326
-85%
-$5.59M
0.19%
125
2013
Q4
$6.7M
Buy
200,496
+24,164
+14%
+$769K
0.95%
11
2013
Q3
$5.35M
Buy
176,332
+47,926
+37%
+$1.42M
0.83%
15
2013
Q2
$3.62M
Buy
+128,406
New
+$3.55M
0.6%
24
Other funds holding XLY
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Barclays
London, United Kingdom
$416B AUM
33.63%
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
SGI
Swan Global Investments
Durango, Colorado
$3B AUM
15.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Two Sigma Advisers
New York
$51.4B AUM
31.07%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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