Advisornet Financial’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 | $1.82M | Buy |
8,364
+31
| +0.4% | +$6.74K | 0.12% | 173 |
|
2025
Q1 | $1.65M | Buy |
8,333
+7,917
| +1,903% | +$1.56M | 0.12% | 178 |
|
2024
Q4 | $93.3K | Buy |
416
+190
| +84% | +$42.6K | 0.01% | 702 |
|
2024
Q3 | $45.3K | Buy |
226
+19
| +9% | +$3.81K | ﹤0.01% | 929 |
|
2024
Q2 | $37.8K | Hold |
207
| – | – | ﹤0.01% | 902 |
|
2024
Q1 | $38.1K | Hold |
207
| – | – | ﹤0.01% | 889 |
|
2023
Q4 | $37K | Sell |
207
-8,391
| -98% | -$1.5M | ﹤0.01% | 902 |
|
2023
Q3 | $1.38M | Sell |
8,598
-2,683
| -24% | -$432K | 0.13% | 169 |
|
2023
Q2 | $1.92M | Buy |
11,281
+8,190
| +265% | +$1.39M | 0.16% | 140 |
|
2023
Q1 | $462K | Sell |
3,091
-158
| -5% | -$23.6K | 0.04% | 310 |
|
2022
Q4 | $420K | Sell |
3,249
-7,996
| -71% | -$1.03M | 0.04% | 322 |
|
2022
Q3 | $1.6M | Buy |
11,245
+7,552
| +204% | +$1.08M | 0.16% | 148 |
|
2022
Q2 | $508K | Sell |
3,693
-37
| -1% | -$5.09K | 0.05% | 311 |
|
2022
Q1 | $690K | Sell |
3,730
-537
| -13% | -$99.3K | 0.04% | 313 |
|
2021
Q4 | $872K | Buy |
4,267
+229
| +6% | +$46.8K | 0.05% | 290 |
|
2021
Q3 | $725K | Buy |
4,038
+3,321
| +463% | +$596K | 0.05% | 295 |
|
2021
Q2 | $128K | Sell |
717
-3,042
| -81% | -$543K | 0.01% | 703 |
|
2021
Q1 | $632K | Sell |
3,759
-461
| -11% | -$77.5K | 0.05% | 325 |
|
2020
Q4 | $678K | Sell |
4,220
-910
| -18% | -$146K | 0.05% | 295 |
|
2020
Q3 | $754K | Buy |
5,130
+276
| +6% | +$40.6K | 0.06% | 261 |
|
2020
Q2 | $620K | Buy |
4,854
+4,195
| +637% | +$536K | 0.05% | 299 |
|
2020
Q1 | $65K | Hold |
659
| – | – | 0.01% | 716 |
|
2019
Q4 | $83K | Hold |
659
| – | – | 0.01% | 732 |
|
2019
Q3 | $80K | Sell |
659
-15
| -2% | -$1.82K | 0.01% | 738 |
|
2019
Q2 | $80K | Sell |
674
-2,855
| -81% | -$339K | 0.01% | 670 |
|
2019
Q1 | $402K | Sell |
3,529
-579
| -14% | -$66K | 0.05% | 308 |
|
2018
Q4 | $407K | Sell |
4,108
-10,419
| -72% | -$1.03M | 0.06% | 273 |
|
2018
Q3 | $1.7M | Buy |
14,527
+1,783
| +14% | +$209K | 0.21% | 101 |
|
2018
Q2 | $1.39M | Buy |
12,744
+11,154
| +702% | +$1.22M | 0.19% | 109 |
|
2018
Q1 | $161K | Buy |
1,590
+903
| +131% | +$91.4K | 0.02% | 431 |
|
2017
Q4 | $68K | Buy |
+687
| New | +$68K | 0.01% | 573 |
|