Aries Wealth Management’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 | $318K | Sell |
1,465
-12
| -0.8% | -$2.61K | 0.08% | 176 |
|
|
2025
Q1 | $292K | Buy |
1,477
+138
| +10% | +$27.2K | 0.08% | 184 |
|
|
2024
Q4 | $300K | Hold |
1,339
| – | – | 0.08% | 176 |
|
|
2024
Q3 | $268K | Hold |
1,339
| – | – | 0.07% | 198 |
|
|
2024
Q2 | $244K | Hold |
1,339
| – | – | 0.08% | 182 |
|
|
2024
Q1 | $246K | Hold |
1,339
| – | – | 0.08% | 184 |
|
|
2023
Q4 | $239K | Hold |
1,339
| – | – | 0.09% | 176 |
|
|
2023
Q3 | $216K | Sell |
1,339
-60
| -4% | -$9.69K | 0.08% | 182 |
|
|
2023
Q2 | $238K | Hold |
1,399
| – | – | 0.09% | 169 |
|
|
2023
Q1 | $209K | Buy |
+1,399
| New | +$209K | 0.09% | 183 |
|
|
2022
Q4 | – | Sell |
-1,492
| Closed | -$215K | – | 195 |
|
|
2022
Q3 | $215K | Buy |
+1,492
| New | +$215K | 0.1% | 169 |
|
|
2022
Q1 | – | Sell |
-1,570
| Closed | -$321K | – | 237 |
|
|
2021
Q4 | $321K | Buy |
1,570
+283
| +22% | +$57.9K | 0.12% | 141 |
|
|
2021
Q3 | $231K | Hold |
1,287
| – | – | 0.1% | 161 |
|
|
2021
Q2 | $230K | Buy |
1,287
+8
| +0.6% | +$1.43K | 0.1% | 162 |
|
|
2021
Q1 | $227K | Buy |
1,279
+25
| +2% | +$4.44K | 0.1% | 160 |
|
|
2020
Q4 | $212K | Buy |
+1,254
| New | +$212K | 0.11% | 149 |
|
|
2020
Q1 | – | Sell |
-1,809
| Closed | -$228K | – | 159 |
|
|
2019
Q4 | $228K | Hold |
1,809
| – | – | 0.14% | 137 |
|
|
2019
Q3 | $218K | Sell |
1,809
-18
| -1% | -$2.17K | 0.15% | 137 |
|
|
2019
Q2 | $222K | Buy |
+1,827
| New | +$222K | 0.16% | 136 |
|