Fulcrum Capital’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
2023
Q1
Sell
-4,978
Closed -$321K 127
2022
Q4
$321K Buy
+4,978
New +$347K 0.09% 85

Other funds holding XLY

Fulcrum Capital's XLY Position: Q1 2023 in Review

Fulcrum Capital sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2023, closing a stake of 4,978 shares — an estimated $321K sold.

Fulcrum Capital first reported a position in XLY in Q4 2022 and held it in 1 quarter. The position peaked at $321K in Q4 2022. 967 funds tracked by Wall St. Rank hold XLY as of Q1 2023.

  • Fulcrum Capital reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Fulcrum Capital sold 4,978 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2023, an estimated $321K.
  • Fulcrum Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Fulcrum Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $321K in Q4 2022.
  • 967 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2023.

Based on Fulcrum Capital's 13F filing for Q1 2023, filed 11 May 2023.