Arete Wealth Advisors’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 | $1.06M | Buy |
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|
2025
Q1 | $771K | Buy |
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|
2024
Q4 | $460K | Buy |
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|
2024
Q3 | $289K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $319K | Buy |
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|
2023
Q1 | $269K | Buy |
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|
2022
Q4 | $231M | Sell |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $752K | Sell |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $987K | Sell |
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|
2021
Q2 | $978K | Buy |
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|
2021
Q1 | $895K | Sell |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $365K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $247K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $627K | Sell |
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|
2015
Q1 | $1.48M | Buy |
|