Broadleaf Partners’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 | $286K | Hold |
1,316
| – | – | 0.06% | 74 |
|
|
2025
Q1 | $260K | Hold |
1,316
| – | – | 0.07% | 73 |
|
|
2024
Q4 | $295K | Hold |
1,316
| – | – | 0.07% | 68 |
|
|
2024
Q3 | $264K | Hold |
1,316
| – | – | 0.06% | 75 |
|
|
2024
Q2 | $240K | Hold |
1,316
| – | – | 0.06% | 75 |
|
|
2024
Q1 | $242K | Hold |
1,316
| – | – | 0.06% | 76 |
|
|
2023
Q4 | $235K | Hold |
1,316
| – | – | 0.07% | 75 |
|
|
2023
Q3 | $212K | Hold |
1,316
| – | – | 0.07% | 68 |
|
|
2023
Q2 | $223K | Buy |
+1,316
| New | +$223K | 0.07% | 71 |
|
|
2022
Q2 | – | Sell |
-1,316
| Closed | -$243K | – | 71 |
|
|
2022
Q1 | $243K | Hold |
1,316
| – | – | 0.08% | 65 |
|
|
2021
Q4 | $269K | Hold |
1,316
| – | – | 0.08% | 65 |
|
|
2021
Q3 | $236K | Hold |
1,316
| – | – | 0.08% | 70 |
|
|
2021
Q2 | $235K | Hold |
1,316
| – | – | 0.08% | 71 |
|
|
2021
Q1 | $221K | Hold |
1,316
| – | – | 0.08% | 69 |
|
|
2020
Q4 | $212K | Buy |
+1,316
| New | +$212K | 0.08% | 67 |
|