Blue Trust Inc’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
$288K Buy
1,325
+1,086
+454% +$236K ﹤0.01% 644
2025
Q1
$47.2K Buy
239
+222
+1,306% +$43.8K ﹤0.01% 1393
2024
Q4
$3.81K Sell
17
-175
-91% -$39.3K ﹤0.01% 2133
2024
Q3
$35.1K Sell
192
-38
-17% -$6.94K ﹤0.01% 1713
2024
Q2
$42.3K Buy
230
+16
+7% +$2.94K ﹤0.01% 1315
2024
Q1
$39.4K Buy
214
+188
+723% +$34.6K ﹤0.01% 994
2023
Q4
$4K Sell
26
-221
-89% -$34K ﹤0.01% 1963
2023
Q3
$42K Sell
247
-20
-7% -$3.4K ﹤0.01% 905
2023
Q2
$40K Sell
267
-187
-41% -$28K ﹤0.01% 776
2023
Q1
$58K Buy
454
+72
+19% +$9.2K ﹤0.01% 974
2022
Q4
$54K Sell
382
-10
-3% -$1.41K ﹤0.01% 882
2022
Q3
$54K Sell
392
-1
-0.3% -$138 ﹤0.01% 729
2022
Q2
$73K Buy
+393
New +$73K ﹤0.01% 589