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

Princeton Capital Management’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-210	Closed	-$13K	–	229
2019 Q3	$13K	Hold	210	–	–	0.01%	204
2019 Q2	$13K	Hold	210	–	–	0.01%	205
2019 Q1	$12K	Hold	210	–	–	0.01%	199
2018 Q4	$10K	Hold	210	–	–	0.01%	210
2018 Q3	$12K	Hold	210	–	–	0.01%	224
2018 Q2	$11K	Hold	210	–	–	﹤0.01%	246
2018 Q1	$11K	Buy	+210	New	+$10.9K	﹤0.01%	242

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Princeton Capital Management's XLY Position: Q4 2019 in Review

Princeton Capital Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2019, closing a stake of 210 shares — an estimated $13K sold.

Princeton Capital Management first reported a position in XLY in Q1 2018 and held it in 7 quarters. The position peaked at $13K in Q3 2019. 809 funds tracked by Wall St. Rank hold XLY as of Q4 2019.

Princeton Capital Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Princeton Capital Management sold 210 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2019, an estimated $13K.
Princeton Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and held it in 7 quarters.
Princeton Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $13K in Q3 2019.
809 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2019.

Based on Princeton Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.