Axxcess Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $886K | Buy |
+4,077
| New | +$886K | 0.02% | 456 |
|
|
2025
Q1 | – | Sell |
-4,564
| Closed | -$1.02M | – | 944 |
|
|
2024
Q4 | $1.02M | Buy |
4,564
+202
| +5% | +$45.3K | 0.02% | 399 |
|
|
2024
Q3 | $874K | Sell |
4,362
-67
| -2% | -$13.4K | 0.02% | 417 |
|
|
2024
Q2 | $808K | Sell |
4,429
-12,551
| -74% | -$2.29M | 0.02% | 419 |
|
|
2024
Q1 | $3.12M | Buy |
16,980
+1,122
| +7% | +$206K | 0.09% | 183 |
|
|
2023
Q4 | $2.84M | Buy |
15,858
+1,058
| +7% | +$189K | 0.08% | 188 |
|
|
2023
Q3 | $2.38M | Sell |
14,800
-1,313
| -8% | -$211K | 0.08% | 180 |
|
|
2023
Q2 | $2.74M | Buy |
16,113
+3,497
| +28% | +$594K | 0.2% | 103 |
|
|
2023
Q1 | $1.89M | Buy |
+12,616
| New | +$1.89M | 0.14% | 141 |
|