Phocas Financial Corp’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
-1,310
Closed -$84.6K 327
2022
Q4
$84.6K Buy
+1,310
New +$91.3K 0.01% 215
2022
Q2
Sell
-2,420
Closed -$224K 219
2022
Q1
$224K Buy
+2,420
New +$222K 0.03% 201
2021
Q3
Sell
-2,300
Closed -$205K 222
2021
Q2
$205K Buy
+2,300
New +$200K 0.03% 210

Other funds holding XLY

Phocas Financial Corp's XLY Position: Q1 2023 in Review

Phocas Financial Corp sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2023, closing a stake of 1,310 shares — an estimated $84.6K sold.

Phocas Financial Corp first reported a position in XLY in Q2 2021 and held it in 3 quarters. The position peaked at $224K in Q1 2022. 967 funds tracked by Wall St. Rank hold XLY as of Q1 2023.

  • Phocas Financial Corp reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 1,310 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2023, an estimated $84.6K.
  • Phocas Financial Corp first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and held it in 3 quarters.
  • Phocas Financial Corp's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $224K in Q1 2022.
  • 967 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.