AFAS
Acorn Financial Advisory Services’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
3,172
+628
| +25% | +$136K | 0.11% | 93 |
|
|
2025
Q1 | $502K | Buy |
2,544
+198
| +8% | +$39.1K | 0.09% | 108 |
|
|
2024
Q4 | $526K | Buy |
2,346
+223
| +11% | +$50K | 0.09% | 110 |
|
|
2024
Q3 | $425K | Hold |
2,123
| – | – | 0.08% | 125 |
|
|
2024
Q2 | $387K | Buy |
2,123
+355
| +20% | +$64.8K | 0.07% | 126 |
|
|
2024
Q1 | $325K | Buy |
+1,768
| New | +$325K | 0.06% | 149 |
|