Principal Street Partners’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
-5,300
Closed -$342K 243
2022
Q4
$342K Buy
+5,300
New +$370K 0.09% 155
2022
Q1
Sell
-8,114
Closed -$829K 233
2021
Q4
$829K Buy
+8,114
New +$808K 0.2% 93
2019
Q4
Sell
-120,294
Closed -$7.26M 210
2019
Q3
$7.26M Buy
+120,294
New +$7.25M 1.82% 19

Other funds holding XLY

Principal Street Partners's XLY Position: Q1 2023 in Review

Principal Street Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2023, closing a stake of 5,300 shares — an estimated $342K sold.

Principal Street Partners first reported a position in XLY in Q3 2019 and held it in 3 quarters. The position peaked at $7.26M in Q3 2019. 967 funds tracked by Wall St. Rank hold XLY as of Q1 2023.

  • Principal Street Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Principal Street Partners sold 5,300 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2023, an estimated $342K.
  • Principal Street Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2019 and held it in 3 quarters.
  • Principal Street Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7.26M in Q3 2019.
  • 967 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2023.

Based on Principal Street Partners's 13F filing for Q1 2023, filed 11 May 2023.