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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Sell |
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|
2025
Q1 | $1.62M | Sell |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $558K | Buy |
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|
2024
Q2 | $288K | Buy |
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|
2024
Q1 | $285K | Sell |
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|
2023
Q4 | $627K | Sell |
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|
2023
Q3 | $1.59M | Buy |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $304K | Sell |
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|
2022
Q4 | $278K | Sell |
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|
2022
Q3 | $310K | Sell |
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|
2022
Q2 | $310K | Sell |
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|
2022
Q1 | $638K | Sell |
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|
2021
Q4 | $2.28M | Buy |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $929K | Sell |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $871K | Sell |
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|
2020
Q3 | $893K | Buy |
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|
2020
Q2 | $679K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $876K | Sell |
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|
2019
Q3 | $888K | Buy |
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|
2019
Q2 | $688K | Sell |
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|
2019
Q1 | $688K | Buy |
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