Blue Bell Private Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Blue Bell Private Wealth Management’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$91.3K	Sell	420 -32	-7%	-$6.96K	0.02%	318
2025 Q1	$89.3K	Buy	452 +4	+0.9%	+$790	0.02%	302
2024 Q4	$101K	Hold	448	–	–	0.02%	273
2024 Q3	$89.8K	Sell	448 -11	-2%	-$2.2K	0.02%	287
2024 Q2	$83.7K	Sell	459 -131	-22%	-$23.9K	0.02%	295
2024 Q1	$108K	Sell	590 -60	-9%	-$11K	0.02%	255
2023 Q4	$116K	Buy	650 +561	+630%	+$100K	0.03%	219
2023 Q3	$14.3K	Hold	89	–	–	﹤0.01%	395
2023 Q2	$15.1K	Sell	89 -95	-52%	-$16.1K	﹤0.01%	379
2023 Q1	$27.5K	Hold	184	–	–	0.01%	286
2022 Q4	$23.8K	Hold	184	–	–	0.01%	292
2022 Q3	$26K	Hold	184	–	–	0.01%	271
2022 Q2	$25K	Hold	184	–	–	0.01%	288
2022 Q1	$34K	Hold	184	–	–	0.01%	257
2021 Q4	$38K	Hold	184	–	–	0.01%	229
2021 Q3	$33K	Sell	184 -13	-7%	-$2.33K	0.01%	114
2021 Q2	$35K	Buy	197 +115	+140%	+$20.4K	0.01%	115
2021 Q1	$14K	Hold	82	–	–	﹤0.01%	136
2020 Q4	$10K	Hold	82	–	–	﹤0.01%	142
2020 Q3	$12K	Hold	82	–	–	﹤0.01%	135
2020 Q2	$10K	Hold	82	–	–	﹤0.01%	170
2020 Q1	$8K	Hold	82	–	–	﹤0.01%	154
2019 Q4	$10K	Hold	82	–	–	﹤0.01%	153
2019 Q3	$10K	Hold	82	–	–	﹤0.01%	146
2019 Q2	$10K	Hold	82	–	–	﹤0.01%	149
2019 Q1	$9K	Hold	82	–	–	﹤0.01%	153
2018 Q4	$8K	Hold	82	–	–	﹤0.01%	165
2018 Q3	$10K	Hold	82	–	–	﹤0.01%	164
2018 Q2	$9K	Hold	82	–	–	﹤0.01%	165
2018 Q1	$8K	Hold	82	–	–	﹤0.01%	178
2017 Q4	$8K	Hold	82	–	–	﹤0.01%	184
2017 Q3	$7K	Hold	82	–	–	﹤0.01%	188
2017 Q2	$7K	Hold	82	–	–	﹤0.01%	195
2017 Q1	$7K	Hold	82	–	–	﹤0.01%	192
2016 Q4	$7K	Hold	82	–	–	﹤0.01%	206
2016 Q3	$7K	Hold	82	–	–	﹤0.01%	367
2016 Q2	$7K	Hold	82	–	–	﹤0.01%	373
2016 Q1	$6K	Hold	82	–	–	﹤0.01%	388
2015 Q4	$6K	Hold	82	–	–	﹤0.01%	396
2015 Q3	$6K	Hold	82	–	–	﹤0.01%	397
2015 Q2	$6K	Hold	82	–	–	﹤0.01%	388
2015 Q1	$6K	Hold	82	–	–	﹤0.01%	386
2014 Q4	$5K	Hold	82	–	–	﹤0.01%	402
2014 Q3	$5K	Hold	82	–	–	﹤0.01%	415
2014 Q2	$5K	Hold	82	–	–	﹤0.01%	382
2014 Q1	$5K	Hold	82	–	–	﹤0.01%	361
2013 Q4	$5K	Buy	+82	New	+$5K	﹤0.01%	378