Winslow Evans & Crocker’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Winslow Evans & Crocker’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 Q4	$116K	Buy	7,804 +672	+9%	+$51.8K	0.02%	412
2020 Q3	$524K	Sell	7,132 -524	-7%	-$37.1K	0.13%	158
2020 Q2	$489K	Sell	7,656 -12	-0.2%	-$708	0.13%	158
2020 Q1	$378K	Sell	7,668 -1,288	-14%	-$76.1K	0.12%	169
2019 Q4	$564K	Sell	8,956 -908	-9%	-$55.2K	0.14%	148
2019 Q3	$598K	Buy	9,864 +1,900	+24%	+$115K	0.17%	132
2019 Q2	$478K	Buy	7,964 +1,588	+25%	+$92.9K	0.13%	172
2019 Q1	$366K	Buy	6,376 +4,516	+243%	+$245K	0.1%	204
2018 Q4	$94K	Sell	1,860 -5,080	-73%	-$269K	0.03%	370
2018 Q3	$408K	Sell	6,940 -9,660	-58%	-$550K	0.12%	177
2018 Q2	$910K	Buy	16,600 +1,308	+9%	+$69.1K	0.29%	84
2018 Q1	$774K	Buy	15,292 +5,544	+57%	+$289K	0.25%	93
2017 Q4	$481K	Sell	9,748 -2,092	-18%	-$98.4K	0.15%	142
2017 Q3	$533K	Sell	11,840 -1,924	-14%	-$86.5K	0.18%	129
2017 Q2	$616K	Sell	13,764 -1,336	-9%	-$59.8K	0.17%	138
2017 Q1	$664K	Sell	15,100 -20,556	-58%	-$880K	0.21%	108
2016 Q4	$1.45M	Sell	35,656 -212	-0.6%	-$8.56K	0.45%	51
2016 Q3	$1.44M	Sell	35,868 -5,156	-13%	-$208K	0.41%	53
2016 Q2	$1.6M	Buy	41,024 +14,560	+55%	+$573K	0.48%	47
2016 Q1	$1.05M	Sell	26,464 -32,212	-55%	-$1.2M	0.32%	76
2015 Q4	$2.29M	Buy	58,676 +34,416	+142%	+$1.37M	0.66%	34
2015 Q3	$901K	Sell	24,260 -33,020	-58%	-$1.27M	0.28%	78
2015 Q2	$2.19M	Sell	57,280 -11,820	-17%	-$452K	0.62%	33
2015 Q1	$2.6M	Buy	69,100 +67,420	+4,013%	+$2.48M	0.74%	31
2014 Q4	$60.6K	Sell	1,680 -27,444	-94%	-$941K	0.02%	502
2014 Q3	$971K	Buy	+29,124	New	+$984K	0.28%	90
2014 Q2	–	Sell	-482	Closed	-$15.6K	–	1335
2014 Q1	$15.6K	Sell	482 -29,590	-98%	-$965K	0.01%	730
2013 Q4	$1M	Buy	+30,072	New	+$957K	0.34%	69

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Winslow Evans & Crocker's XLY Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.4% in Q4 2020, buying an estimated $51.8K and bringing the position to 7,804 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #412.

Winslow Evans & Crocker first reported a position in XLY in Q4 2013 and has held it in 28 quarters since. The position peaked at $2.6M in Q1 2015. 952 funds tracked by Wall St. Rank hold XLY as of Q4 2020.

Winslow Evans & Crocker held 7,804 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $116K as of Q4 2020.
Winslow Evans & Crocker bought 672 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2020, an estimated $51.8K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #412 holding.
Winslow Evans & Crocker first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and has held it in 28 quarters since.
Winslow Evans & Crocker's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.6M in Q1 2015.
952 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.