Fulcrum Equity 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
2026
Q2
$1.55M Buy
13,229
+1,846
+16% +$215K 1.14% 16
2026
Q1
$1.24M Sell
11,383
-2,868
-20% -$335K 1.2% 18
2025
Q4
$1.7M Sell
14,251
-211
-1% -$25K 1.63% 15
2025
Q3
$1.73M Buy
14,462
+6,660
+85% +$762K 1.76% 11
2025
Q2
$848K Sell
7,802
-8,600
-52% -$879K 0.87% 32
2025
Q1
$1.62M Sell
16,402
-188
-1% -$20.4K 1.77% 10
2024
Q4
$1.86M Buy
16,590
+11,022
+198% +$1.18M 1.84% 8
2024
Q3
$558K Buy
5,568
+2,412
+76% +$225K 0.47% 68
2024
Q2
$288K Buy
3,156
+58
+2% +$5.15K 0.26% 112
2024
Q1
$285K Sell
3,098
-3,914
-56% -$349K 0.34% 92
2023
Q4
$627K Sell
7,012
-12,796
-65% -$1.06M 0.77% 29
2023
Q3
$1.59M Buy
19,808
+3,502
+21% +$296K 1.87% 8
2023
Q2
$1.38M Buy
16,306
+12,246
+302% +$938K 1.61% 19
2023
Q1
$304K Sell
4,060
-252
-6% -$18.1K 0.28% 65
2022
Q4
$278K Sell
4,312
-40
-0.9% -$2.79K 0.23% 57
2022
Q3
$310K Sell
4,352
-154
-3% -$12K 0.26% 50
2022
Q2
$310K Sell
4,506
-2,396
-35% -$189K 0.25% 53
2022
Q1
$638K Sell
6,902
-15,442
-69% -$1.41M 0.38% 48
2021
Q4
$2.28M Buy
22,344
+7,122
+47% +$709K 0.85% 43
2021
Q3
$1.37M Buy
15,222
+4,822
+46% +$438K 0.53% 53
2021
Q2
$929K Sell
10,400
-2,682
-21% -$234K 0.35% 80
2021
Q1
$1.1M Buy
13,082
+2,252
+21% +$187K 0.43% 69
2020
Q4
$871K Sell
10,830
-1,320
-11% -$102K 0.35% 68
2020
Q3
$893K Buy
12,150
+1,522
+14% +$108K 0.41% 58
2020
Q2
$679K Buy
+10,628
New +$627K 0.32% 58
2020
Q1
Sell
-13,966
Closed -$876K 95
2019
Q4
$876K Sell
13,966
-742
-5% -$45.1K 0.46% 32
2019
Q3
$888K Buy
14,708
+3,080
+26% +$186K 0.45% 20
2019
Q2
$688K Sell
11,628
-464
-4% -$27.2K 0.33% 26
2019
Q1
$688K Buy
+12,092
New +$656K 0.24% 19

Other funds holding XLY

Fulcrum Equity Management's XLY Position: Q2 2026 in Review

Fulcrum Equity Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 16% in Q2 2026, buying an estimated $215K and bringing the position to 13,229 shares worth $1.55M. The position accounts for 1.14% of the portfolio, ranked #16.

Fulcrum Equity Management first reported a position in XLY in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.28M in Q4 2021. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Fulcrum Equity Management held 13,229 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.55M as of Q2 2026.
  • Fulcrum Equity Management bought 1,846 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $215K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 1.14% of Fulcrum Equity Management's portfolio in Q2 2026, its #16 holding.
  • Fulcrum Equity Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
  • Fulcrum Equity Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.28M in Q4 2021.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.