Ameritas Advisory Services’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 | $2.69M | Sell |
12,365
-3,789
| -23% | -$823K | 0.14% | 151 |
|
2025
Q1 | $3.28M | Sell |
16,154
-3,288
| -17% | -$668K | 0.13% | 158 |
|
2024
Q4 | $4.36M | Buy |
19,442
+615
| +3% | +$138K | 0.15% | 133 |
|
2024
Q3 | $3.77M | Sell |
18,827
-7,109
| -27% | -$1.42M | 0.16% | 138 |
|
2024
Q2 | $4.73M | Buy |
25,936
+1,338
| +5% | +$244K | 0.18% | 112 |
|
2024
Q1 | $4.5M | Buy |
24,598
+3,767
| +18% | +$688K | 0.19% | 104 |
|
2023
Q4 | $3.73M | Sell |
20,831
-5,527
| -21% | -$989K | 0.21% | 103 |
|
2023
Q3 | $4.23M | Buy |
26,358
+21,161
| +407% | +$3.4M | 0.21% | 95 |
|
2023
Q2 | $880K | Sell |
5,197
-21,509
| -81% | -$3.64M | 0.11% | 202 |
|
2023
Q1 | $3.95M | Sell |
26,706
-3,378
| -11% | -$499K | 0.2% | 100 |
|
2022
Q4 | $3.89M | Buy |
30,084
+3,833
| +15% | +$495K | 0.18% | 115 |
|
2022
Q3 | $3.74M | Sell |
26,251
-810
| -3% | -$115K | 0.22% | 94 |
|
2022
Q2 | $3.72M | Buy |
27,061
+160
| +0.6% | +$22K | 0.22% | 102 |
|
2022
Q1 | $4.98M | Sell |
26,901
-5,410
| -17% | -$1M | 0.18% | 87 |
|
2021
Q4 | $6.61M | Buy |
+32,311
| New | +$6.61M | 0.24% | 77 |
|