1900 Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
1,595
+3
| +0.2% | +$652 | 0.03% | 177 |
|
|
2025
Q1 | $314K | Buy |
1,592
+4
| +0.3% | +$790 | 0.03% | 181 |
|
|
2024
Q4 | $356K | Buy |
1,588
+3
| +0.2% | +$673 | 0.03% | 174 |
|
|
2024
Q3 | $318K | Buy |
1,585
+3
| +0.2% | +$601 | 0.03% | 184 |
|
|
2024
Q2 | $289K | Buy |
1,582
+4
| +0.3% | +$729 | 0.03% | 191 |
|
|
2024
Q1 | $290K | Buy |
1,578
+3
| +0.2% | +$552 | 0.03% | 201 |
|
|
2023
Q4 | $282K | Hold |
1,575
| – | – | 0.03% | 249 |
|
|
2023
Q3 | $254K | Hold |
1,575
| – | – | 0.03% | 260 |
|
|
2023
Q2 | $267K | Hold |
1,575
| – | – | 0.03% | 210 |
|
|
2023
Q1 | $203K | Hold |
1,575
| – | – | 0.02% | 232 |
|
|
2022
Q4 | $203K | Hold |
1,575
| – | – | 0.02% | 227 |
|
|
2022
Q3 | $224K | Hold |
1,575
| – | – | 0.03% | 209 |
|
|
2022
Q2 | $217K | Hold |
1,575
| – | – | 0.02% | 211 |
|
|
2022
Q1 | $291K | Hold |
1,575
| – | – | 0.03% | 208 |
|
|
2021
Q4 | $322K | Hold |
1,575
| – | – | 0.03% | 195 |
|
|
2021
Q3 | $283K | Hold |
1,575
| – | – | 0.03% | 188 |
|
|
2021
Q2 | $281K | Buy |
1,575
+350
| +29% | +$62.4K | 0.03% | 186 |
|
|
2021
Q1 | $206 | Buy |
+1,225
| New | +$206 | 0.02% | 167 |
|