Arkadios 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 | $3.08M | Buy |
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|
2025
Q1 | $2.68M | Buy |
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|
2024
Q4 | $2.18M | Buy |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $478K | Sell |
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|
2023
Q4 | $546K | Sell |
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|
2023
Q3 | $537K | Buy |
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|
2023
Q2 | $539K | Buy |
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|
2023
Q1 | $455K | Sell |
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|
2022
Q4 | $404K | Buy |
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|
2022
Q3 | $444K | Buy |
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|
2022
Q2 | $426K | Buy |
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|
2022
Q1 | $480K | Sell |
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|
2021
Q4 | $684K | Sell |
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|
2021
Q3 | $652K | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $986K | Buy |
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|
2020
Q3 | $81.5K | Sell |
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|
2020
Q2 | $73.8K | Buy |
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|
2020
Q1 | $50.7K | Sell |
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|
2019
Q4 | $208K | Buy |
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