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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,518
Closed -$315K 86
2023
Q4
$315K Buy
+3,518
New +$291K 0.21% 80

Other funds holding XLY

Cox Capital Management's XLY Position: Q1 2024 in Review

Cox Capital Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 3,518 shares — an estimated $315K sold.

Cox Capital Management first reported a position in XLY in Q4 2023 and held it in 1 quarter. The position peaked at $315K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

  • Cox Capital Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Cox Capital Management sold 3,518 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $315K.
  • Cox Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and held it in 1 quarter.
  • Cox Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $315K in Q4 2023.
  • 1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on Cox Capital Management's 13F filing for Q1 2024, filed 10 Apr 2024.