Birchcreek Wealth Management’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 | $1.36M | Buy |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $2.44M | Sell |
|
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|
2024
Q1 | $2.77M | Buy |
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|
2023
Q4 | $2.63M | Buy |
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|
2023
Q3 | $2.33M | Buy |
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|
2023
Q2 | $1.88M | Buy |
|
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|
2023
Q1 | $1.14M | Buy |
|
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|
2022
Q4 | $778K | Buy |
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|
2022
Q3 | $825K | Sell |
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|
2022
Q2 | $875K | Buy |
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|
2022
Q1 | $952K | Buy |
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|
2021
Q4 | $762K | Buy |
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|
2021
Q3 | $638K | Sell |
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|
2021
Q2 | $647K | Sell |
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|
2021
Q1 | $644K | Sell |
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|
2020
Q4 | $659K | Buy |
|