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

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 $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 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

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

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

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

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

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

WFG Advisors's XLY Position: Q2 2017 in Review

WFG Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.9% in Q2 2017, buying an estimated $23.3K and bringing the position to 18,514 shares worth $830K. The position accounts for 0.19% of the portfolio, ranked #126.

WFG Advisors first reported a position in XLY in Q2 2013 and has held it in 17 quarters since. The position peaked at $6.7M in Q4 2013. 535 funds tracked by Wall St. Rank hold XLY as of Q2 2017.

WFG Advisors held 18,514 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $830K as of Q2 2017.
WFG Advisors bought 520 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2017, an estimated $23.3K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.19% of WFG Advisors's portfolio in Q2 2017, its #126 holding.
WFG Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.7M in Q4 2013.
535 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.