AO
Advisor OS’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 | – | Sell |
-5,608
| Closed | -$1.11M | – | 482 |
|
|
2025
Q1 | $1.11M | Buy |
+5,608
| New | +$1.11M | 0.13% | 113 |
|
|
2024
Q3 | – | Sell |
-3,056
| Closed | -$557K | – | 426 |
|
|
2024
Q2 | $557K | Sell |
3,056
-26,692
| -90% | -$4.87M | 0.06% | 235 |
|
|
2024
Q1 | $5.47M | Buy |
29,748
+5,363
| +22% | +$986K | 0.63% | 32 |
|
|
2023
Q4 | $4.36M | Buy |
24,385
+3,006
| +14% | +$538K | 0.57% | 31 |
|
|
2023
Q3 | $3.44M | Buy |
21,379
+1,700
| +9% | +$274K | 0.52% | 35 |
|
|
2023
Q2 | $3.34M | Buy |
+19,679
| New | +$3.34M | 0.55% | 35 |
|