Bedel Financial Consulting’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 | $208K | Buy |
+956
| New | +$208K | 0.03% | 265 |
|
|
2025
Q1 | – | Sell |
-956
| Closed | -$219K | – | 273 |
|
|
2024
Q4 | $219K | Buy |
+956
| New | +$219K | 0.03% | 247 |
|
|
2022
Q2 | – | Sell |
-956
| Closed | -$177K | – | 941 |
|
|
2022
Q1 | $177K | Sell |
956
-11
| -1% | -$2.04K | 0.06% | 194 |
|
|
2021
Q4 | $198K | Sell |
967
-13
| -1% | -$2.66K | 0.06% | 191 |
|
|
2021
Q3 | $176K | Buy |
980
+24
| +3% | +$4.31K | 0.06% | 197 |
|
|
2021
Q2 | $171K | Hold |
956
| – | – | 0.06% | 196 |
|
|
2021
Q1 | $161K | Hold |
956
| – | – | 0.06% | 196 |
|
|
2020
Q4 | $154K | Hold |
956
| – | – | 0.07% | 178 |
|
|
2020
Q3 | $141K | Hold |
956
| – | – | 0.07% | 171 |
|
|
2020
Q2 | $122K | Hold |
956
| – | – | 0.07% | 173 |
|
|
2020
Q1 | $94K | Hold |
956
| – | – | 0.06% | 185 |
|
|
2019
Q4 | $120K | Hold |
956
| – | – | 0.07% | 189 |
|
|
2019
Q3 | $115K | Sell |
956
-300
| -24% | -$36.1K | 0.07% | 188 |
|
|
2019
Q2 | $150K | Hold |
1,256
| – | – | 0.09% | 161 |
|
|
2019
Q1 | $143K | Hold |
1,256
| – | – | 0.09% | 161 |
|
|
2018
Q4 | $124K | Hold |
1,256
| – | – | 0.09% | 162 |
|
|
2018
Q3 | $138K | Hold |
1,256
| – | – | 0.09% | 164 |
|
|
2018
Q2 | $137K | Hold |
1,256
| – | – | 0.1% | 167 |
|
|
2018
Q1 | $127K | Buy |
+1,256
| New | +$127K | 0.1% | 175 |
|