Allen Investment Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Hold |
|
|||||
|
2025
Q1 | $450K | Hold |
|
|||||
|
2024
Q4 | $511K | Hold |
|
|||||
|
2024
Q3 | $456K | Hold |
|
|||||
|
2024
Q2 | $416K | Hold |
|
|||||
|
2024
Q1 | $419K | Hold |
|
|||||
|
2023
Q4 | $407K | Hold |
|
|||||
|
2023
Q3 | $367K | Hold |
|
|||||
|
2023
Q2 | $387K | Hold |
|
|||||
|
2023
Q1 | $341K | Hold |
|
|||||
|
2022
Q4 | $294K | Hold |
|
|||||
|
2022
Q3 | $325K | Hold |
|
|||||
|
2022
Q2 | $313K | Hold |
|
|||||
|
2022
Q1 | $421K | Hold |
|
|||||
|
2021
Q4 | $466K | Hold |
|
|||||
|
2021
Q3 | $409K | Hold |
|
|||||
|
2021
Q2 | $407K | Hold |
|
|||||
|
2021
Q1 | $383K | Hold |
|
|||||
|
2020
Q4 | $366K | Hold |
|
|||||
|
2020
Q3 | $335K | Hold |
|
|||||
|
2020
Q2 | $291K | Hold |
|
|||||
|
2020
Q1 | $223K | Hold |
|
|||||
|
2019
Q4 | $286K | Hold |
|
|||||
|
2019
Q3 | $275K | Hold |
|
|||||
|
2019
Q2 | $272K | Hold |
|
|||||
|
2019
Q1 | $259K | Buy |
|