Wisconsin Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Wisconsin Capital Management’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
2014 Q4	$512K	Buy	14,180 +5,030	+55%	+$172K	0.18%	92
2014 Q3	$305K	Hold	9,150	–	–	0.11%	102
2014 Q2	$305K	Sell	9,150 -200	-2%	-$6.49K	0.11%	102
2014 Q1	$303K	Sell	9,350 -50	-0.5%	-$1.63K	0.12%	97
2013 Q4	$314K	Sell	9,400 -1,090	-10%	-$34.7K	0.12%	88
2013 Q3	$318K	Sell	10,490 -5,800	-36%	-$172K	0.14%	85
2013 Q2	$459K	Buy	+16,290	New	+$451K	0.19%	71

Other funds holding XLY

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

FSIM

F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wisconsin Capital Management's XLY Position: Q4 2014 in Review

Wisconsin Capital Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 55% in Q4 2014, buying an estimated $172K and bringing the position to 14,180 shares worth $512K. The position accounts for 0.18% of the portfolio, ranked #92.

Wisconsin Capital Management first reported a position in XLY in Q2 2013 and has held it in 7 quarters since. 403 funds tracked by Wall St. Rank hold XLY as of Q4 2014.

Wisconsin Capital Management held 14,180 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $512K as of Q4 2014.
Wisconsin Capital Management bought 5,030 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2014, an estimated $172K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.18% of Wisconsin Capital Management's portfolio in Q4 2014, its #92 holding.
Wisconsin Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 7 quarters since.
403 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2014.

Based on Wisconsin Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.