Apexium 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 | $703K | Buy |
3,237
+31
| +1% | +$6.74K | 0.04% | 156 |
|
|
2025
Q1 | $633K | Buy |
3,206
+302
| +10% | +$59.6K | 0.04% | 152 |
|
|
2024
Q4 | $651K | Sell |
2,904
-45
| -2% | -$10.1K | 0.04% | 142 |
|
|
2024
Q3 | $591K | Buy |
2,949
+5
| +0.2% | +$1K | 0.04% | 129 |
|
|
2024
Q2 | $537K | Sell |
2,944
-7
| -0.2% | -$1.28K | 0.04% | 133 |
|
|
2024
Q1 | $543K | Buy |
2,951
+1,674
| +131% | +$308K | 0.04% | 131 |
|
|
2023
Q4 | $228K | Sell |
1,277
-16
| -1% | -$2.86K | 0.02% | 245 |
|
|
2023
Q3 | $208K | Hold |
1,293
| – | – | 0.02% | 199 |
|
|
2023
Q2 | $220K | Buy |
+1,293
| New | +$220K | 0.02% | 201 |
|
|
2023
Q1 | – | Sell |
-3,652
| Closed | -$472K | – | 215 |
|
|
2022
Q4 | $472K | Buy |
3,652
+1,586
| +77% | +$205K | 0.05% | 136 |
|
|
2022
Q3 | $294K | Buy |
+2,066
| New | +$294K | 0.04% | 152 |
|
|
2020
Q1 | – | Sell |
-1,791
| Closed | -$225K | – | 89 |
|
|
2019
Q4 | $225K | Buy |
+1,791
| New | +$225K | 0.29% | 63 |
|