Segment Wealth Management LLC Grows Holdings in Consumer Discretionary SPDR (XLY)

Segment Wealth Management LLC boosted its position in shares of Consumer Discretionary SPDR (NYSE:XLY) by 4.4% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 20,603 shares of the exchange traded fund’s stock after purchasing an additional 868 shares during the quarter. Segment Wealth Management LLC’s holdings in Consumer Discretionary SPDR were worth $1,856,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Fernwood Investment Management LLC increased its holdings in Consumer Discretionary SPDR by 1.9% during the 2nd quarter. Fernwood Investment Management LLC now owns 2,682 shares of the exchange traded fund’s stock worth $240,000 after purchasing an additional 50 shares during the period. California Capital Advisors Inc. increased its holdings in Consumer Discretionary SPDR by 1.5% during the 2nd quarter. California Capital Advisors Inc. now owns 4,819 shares of the exchange traded fund’s stock worth $432,000 after purchasing an additional 69 shares during the period. IHT Wealth Management LLC increased its holdings in Consumer Discretionary SPDR by 0.9% during the 2nd quarter. IHT Wealth Management LLC now owns 8,466 shares of the exchange traded fund’s stock worth $1,061,000 after purchasing an additional 76 shares during the period. Merriman Wealth Management LLC increased its holdings in Consumer Discretionary SPDR by 3.1% during the 2nd quarter. Merriman Wealth Management LLC now owns 2,846 shares of the exchange traded fund’s stock worth $255,000 after purchasing an additional 85 shares during the period. Finally, San Francisco Sentry Investment Group CA increased its holdings in Consumer Discretionary SPDR by 1.9% during the 2nd quarter. San Francisco Sentry Investment Group CA now owns 4,536 shares of the exchange traded fund’s stock worth $407,000 after purchasing an additional 85 shares during the period.

Consumer Discretionary SPDR (NYSE XLY) traded down 0.32% on Monday, reaching $92.10. The company’s stock had a trading volume of 985,778 shares. Consumer Discretionary SPDR has a 52 week low of $76.61 and a 52 week high of $92.55. The company has a 50 day moving average of $90.51 and a 200 day moving average of $90.06.

Separately, Morgan Stanley downgraded Consumer Discretionary SPDR to an “underweight” rating in a report on Monday, September 25th.

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Consumer Discretionary SPDR Profile

Consumer Discretionary Select Sector SPDR Fund seeks to provide investment results that correspond generally to the price and yield performance of the Consumer Discretionary Select Sector Index (the Index). The Index includes companies from the following industries, media; retail (specialty, multiline, Internet and catalog); hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure equipment and products; and diversified consumer services.

Institutional Ownership by Quarter for Consumer Discretionary SPDR (NYSE:XLY)

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