B. Riley Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.52M | Sell |
23,885
-11,580
| -33% | -$1.35M | 0.16% | 138 |
|
|
2025
Q4 | $4.23M | Buy |
35,465
+7,469
| +27% | +$886K | 0.2% | 113 |
|
|
2025
Q3 | $3.35M | Buy |
27,996
+1,198
| +4% | +$137K | 0.16% | 138 |
|
|
2025
Q2 | $2.91M | Buy |
+26,798
| New | +$2.74M | 0.14% | 156 |
|
|
2024
Q4 | $6.16M | Sell |
54,928
-550
| -1% | -$58.8K | 0.2% | 113 |
|
|
2024
Q3 | $5.49M | Buy |
55,478
+2,044
| +4% | +$191K | 0.15% | 147 |
|
|
2024
Q2 | $4.87M | Buy |
53,434
+8,066
| +18% | +$717K | 0.12% | 168 |
|
|
2024
Q1 | $3.65M | Buy |
45,368
+2,886
| +7% | +$257K | 0.1% | 208 |
|
|
2023
Q4 | $3.8M | Sell |
42,482
-2,886
| -6% | -$239K | 0.1% | 213 |
|
|
2023
Q3 | $3.65M | Buy |
45,368
+2,440
| +6% | +$206K | 0.1% | 208 |
|
|
2023
Q2 | $3.64M | Sell |
42,928
-9,458
| -18% | -$724K | 0.08% | 235 |
|
|
2023
Q1 | $3.92M | Buy |
52,386
+2,248
| +4% | +$161K | 0.1% | 205 |
|
|
2022
Q4 | $3.24M | Sell |
50,138
-4,158
| -8% | -$290K | 0.09% | 231 |
|
|
2022
Q3 | $3.87M | Buy |
54,296
+24,154
| +80% | +$1.89M | 0.12% | 187 |
|
|
2022
Q2 | $2.07M | Sell |
30,142
-2,874
| -9% | -$226K | 0.09% | 241 |
|
|
2022
Q1 | $3.05M | Sell |
33,016
-8,200
| -20% | -$751K | 0.1% | 214 |
|
|
2021
Q4 | $4.21M | Buy |
41,216
+638
| +2% | +$63.5K | 0.12% | 176 |
|
|
2021
Q3 | $3.64M | Buy |
40,578
+4,566
| +13% | +$415K | 0.12% | 195 |
|
|
2021
Q2 | $3.21M | Buy |
36,012
+3,496
| +11% | +$304K | 0.1% | 227 |
|
|
2021
Q1 | $2.73M | Buy |
32,516
+4,988
| +18% | +$415K | 0.1% | 240 |
|
|
2020
Q4 | $2.21M | Sell |
27,528
-10,394
| -27% | -$801K | 0.12% | 187 |
|
|
2020
Q3 | $2.68M | Buy |
37,922
+10,970
| +41% | +$776K | 0.14% | 161 |
|
|
2020
Q2 | $1.72M | Sell |
26,952
-250
| -0.9% | -$14.7K | 0.11% | 191 |
|
|
2020
Q1 | $1.33M | Sell |
27,202
-882
| -3% | -$52.1K | 0.11% | 187 |
|
|
2019
Q4 | $1.76M | Buy |
28,084
+1,212
| +5% | +$73.7K | 0.15% | 155 |
|
|
2019
Q3 | $1.62M | Buy |
26,872
+2,024
| +8% | +$122K | 0.16% | 146 |
|
|
2019
Q2 | $1.48M | Buy |
24,848
+2,982
| +14% | +$175K | 0.16% | 134 |
|
|
2019
Q1 | $1.25M | Buy |
21,866
+962
| +5% | +$52.2K | 0.16% | 151 |
|
|
2018
Q4 | $1.03M | Sell |
20,904
-410
| -2% | -$21.7K | 0.15% | 148 |
|
|
2018
Q3 | $1.25M | Buy |
21,314
+278
| +1% | +$15.8K | 0.15% | 154 |
|
|
2018
Q2 | $1.15M | Buy |
21,036
+636
| +3% | +$33.6K | 0.15% | 159 |
|
|
2018
Q1 | $1.03M | Sell |
20,400
-8,076
| -28% | -$421K | 0.14% | 163 |
|
|
2017
Q4 | $1.41M | Buy |
28,476
+1,610
| +6% | +$75.8K | 0.19% | 133 |
|
|
2017
Q3 | $1.21M | Buy |
26,866
+1,168
| +5% | +$52.5K | 0.2% | 122 |
|
|
2017
Q2 | $1.15M | Buy |
25,698
+6,802
| +36% | +$305K | 0.21% | 131 |
|
|
2017
Q1 | $832K | Sell |
18,896
-970
| -5% | -$41.5K | 0.17% | 151 |
|
|
2016
Q4 | $809K | Sell |
19,866
-5,540
| -22% | -$224K | 0.16% | 150 |
|
|
2016
Q3 | $1.02M | Sell |
25,406
-4,050
| -14% | -$163K | 0.2% | 134 |
|
|
2016
Q2 | $928K | Sell |
29,456
-2,150
| -7% | -$84.6K | 0.19% | 147 |
|
|
2016
Q1 | $948K | Buy |
31,606
+66
| +0.2% | +$2.46K | 0.22% | 112 |
|
|
2015
Q4 | $1.23M | Buy |
31,540
+15,420
| +96% | +$612K | 0.25% | 108 |
|
|
2015
Q3 | $600K | Buy |
16,120
+4,988
| +45% | +$192K | 0.14% | 197 |
|
|
2015
Q2 | $430K | Sell |
11,132
-4,682
| -30% | -$179K | 0.11% | 245 |
|
|
2015
Q1 | $596K | Buy |
15,814
+3,678
| +30% | +$135K | 0.15% | 183 |
|
|
2014
Q4 | $2.3K | Buy |
+12,136
| New | +$416K | 0.05% | 513 |
|
|
2014
Q3 | – | Sell |
-5,036
| Closed | -$168K | – | 1916 |
|
|
2014
Q2 | $168K | Sell |
5,036
-818
| -14% | -$26.5K | 0.04% | 511 |
|
|
2014
Q1 | $189K | Sell |
5,854
-318
| -5% | -$10.4K | 0.06% | 406 |
|
|
2013
Q4 | $206K | Sell |
6,172
-1,656
| -21% | -$52.7K | 0.07% | 336 |
|
|
2013
Q3 | $237K | Buy |
7,828
+576
| +8% | +$17.1K | 0.08% | 285 |
|
|
2013
Q2 | $204K | Buy |
+7,252
| New | +$201K | 0.07% | 314 |
|
Other funds holding XLY
