AllSquare Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
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|
2025
Q1 | $223K | Hold |
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|
2024
Q4 | $253K | Hold |
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|
2024
Q3 | $226K | Hold |
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|
2024
Q2 | $206K | Hold |
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|
2024
Q1 | $207K | Hold |
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|
2023
Q4 | $202K | Hold |
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|
2023
Q3 | $181K | Hold |
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|
2023
Q2 | $172K | Hold |
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|
2023
Q1 | $169K | Buy |
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|
2022
Q4 | $74.3K | Hold |
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|
2022
Q3 | $82K | Hold |
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|
2022
Q2 | $79K | Hold |
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|
2022
Q1 | $106K | Hold |
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|
2021
Q4 | $118K | Hold |
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|
2021
Q3 | $103K | Hold |
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|
2021
Q2 | $103K | Hold |
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|
2021
Q1 | $97K | Hold |
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|
2020
Q4 | $92K | Hold |
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|
2020
Q3 | $85K | Hold |
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|
2020
Q2 | $73K | Hold |
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|
2020
Q1 | $56K | Hold |
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|
2019
Q4 | $72K | Hold |
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|
2019
Q3 | $69K | Hold |
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|
2019
Q2 | $69K | Hold |
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|
2019
Q1 | $65K | Hold |
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|
2018
Q4 | $57K | Hold |
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|
2018
Q3 | $67K | Hold |
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|
2018
Q2 | $63K | Hold |
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|
2018
Q1 | $58K | Hold |
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|
2017
Q4 | $57K | Hold |
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|
2017
Q3 | $52K | Buy |
|