Allworth Financial’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 | $1.07M | Sell |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $825K | Sell |
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|
2024
Q2 | $836K | Buy |
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|
2024
Q1 | $753K | Buy |
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|
2023
Q4 | $574K | Buy |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $630K | Buy |
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|
2023
Q1 | $552K | Sell |
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|
2022
Q4 | $539K | Buy |
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|
2022
Q3 | $560K | Buy |
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|
2022
Q2 | $358K | Sell |
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|
2022
Q1 | $592K | Buy |
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|
2021
Q4 | $499K | Sell |
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|
2021
Q3 | $470K | Buy |
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|
2021
Q2 | $229K | Buy |
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|
2021
Q1 | $216K | Buy |
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|
2020
Q4 | $87K | Sell |
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|
2020
Q3 | $100K | Buy |
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|
2020
Q2 | $22K | Sell |
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|
2020
Q1 | $53K | Buy |
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|
2019
Q4 | $63K | Buy |
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|
2019
Q3 | $58K | Buy |
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|
2019
Q2 | $57K | Sell |
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|
2019
Q1 | $65K | Buy |
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|
2018
Q4 | $49K | Buy |
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|
2018
Q3 | $56K | Buy |
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|
2018
Q2 | $40K | Hold |
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|
2018
Q1 | $37K | Hold |
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|
2017
Q4 | $37K | Sell |
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|
2017
Q3 | $54K | Hold |
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|
2017
Q2 | $54K | Hold |
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|
2017
Q1 | $53K | Buy |
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|
2016
Q4 | $22K | Hold |
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|
2016
Q3 | $22K | Hold |
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|
2016
Q2 | $21K | Hold |
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|
2016
Q1 | $22K | Buy |
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|
2015
Q4 | $18K | Buy |
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