Woodley Farra Manion Portfolio Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Woodley Farra Manion Portfolio 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
2020 Q3	–	Sell	-840	Closed	-$54K	–	409
2020 Q2	$54K	Buy	840 +264	+46%	+$15.6K	0.01%	164
2020 Q1	$28K	Hold	576	–	–	﹤0.01%	207
2019 Q4	$36K	Buy	+576	New	+$35K	﹤0.01%	205

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's XLY Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2020, closing a stake of 840 shares — an estimated $54K sold.

Woodley Farra Manion Portfolio Management first reported a position in XLY in Q4 2019 and held it in 3 quarters. The position peaked at $54K in Q2 2020. 815 funds tracked by Wall St. Rank hold XLY as of Q3 2020.

Woodley Farra Manion Portfolio Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Woodley Farra Manion Portfolio Management sold 840 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2020, an estimated $54K.
Woodley Farra Manion Portfolio Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
Woodley Farra Manion Portfolio Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $54K in Q2 2020.
815 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.