Aries Wealth Management’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 | $318K | Sell |
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|
2025
Q1 | $292K | Buy |
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|
2024
Q4 | $300K | Hold |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $244K | Hold |
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|
2024
Q1 | $246K | Hold |
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|
2023
Q4 | $239K | Hold |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $321K | Buy |
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|
2021
Q3 | $231K | Hold |
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|
2021
Q2 | $230K | Buy |
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|
2021
Q1 | $227K | Buy |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Hold |
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|
2019
Q3 | $218K | Sell |
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|
2019
Q2 | $222K | Buy |
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