Butensky & Cohen Financial Security’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Butensky & Cohen Financial Security’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	$2.92M	Buy	13,443 +723	+6%	+$157K	0.87%	62
2025 Q1	$2.51M	Sell	12,720 -90	-0.7%	-$17.8K	0.77%	66
2024 Q4	$2.87M	Sell	12,810 -511	-4%	-$115K	0.9%	57
2024 Q3	$2.67M	Sell	13,321 -196	-1%	-$39.3K	0.79%	65
2024 Q2	$2.47M	Buy	13,517 +84	+0.6%	+$15.3K	0.78%	64
2024 Q1	$2.47M	Sell	13,433 -129	-1%	-$23.7K	0.77%	63
2023 Q4	$2.43M	Sell	13,562 -144	-1%	-$25.7K	0.81%	63
2023 Q3	$2.21M	Sell	13,706 -517	-4%	-$83.2K	0.8%	62
2023 Q2	$2.42M	Buy	14,223 +129	+0.9%	+$21.9K	0.87%	60
2023 Q1	$2.11M	Buy	14,094 +218	+2%	+$32.6K	0.76%	64
2022 Q4	$1.79M	Buy	13,876 +757	+6%	+$97.8K	0.66%	67
2022 Q3	$1.87M	Buy	13,119 +104	+0.8%	+$14.8K	0.78%	65
2022 Q2	$1.79M	Buy	13,015 +837	+7%	+$115K	0.73%	69
2022 Q1	$2.25M	Buy	12,178 +311	+3%	+$57.5K	0.79%	69
2021 Q4	$2.43M	Buy	11,867 +70	+0.6%	+$14.3K	0.87%	60
2021 Q3	$2.12M	Buy	11,797 +105	+0.9%	+$18.8K	0.84%	65
2021 Q2	$2.09M	Buy	11,692 +17	+0.1%	+$3.04K	0.83%	63
2021 Q1	$1.96M	Buy	11,675 +166	+1%	+$27.9K	0.81%	65
2020 Q4	$1.85M	Sell	11,509 -194	-2%	-$31.2K	0.84%	63
2020 Q3	$1.72M	Sell	11,703 -362	-3%	-$53.2K	0.91%	63
2020 Q2	$1.54M	Buy	12,065 +916	+8%	+$117K	0.88%	63
2020 Q1	$1.09M	Buy	11,149 +163	+1%	+$16K	0.82%	63
2019 Q4	$1.38M	Buy	10,986 +111	+1%	+$13.9K	0.79%	62
2019 Q3	$1.31M	Buy	10,875 +461	+4%	+$55.7K	0.79%	63
2019 Q2	$1.24M	Buy	10,414 +341	+3%	+$40.6K	0.83%	61
2019 Q1	$1.15M	Buy	10,073 +386	+4%	+$44K	0.83%	61
2018 Q4	$959K	Sell	9,687 -49	-0.5%	-$4.85K	0.85%	60
2018 Q3	$1.14M	Buy	9,736 +294	+3%	+$34.5K	0.91%	58
2018 Q2	$1.03M	Buy	9,442 +240	+3%	+$26.2K	0.87%	60
2018 Q1	$932K	Sell	9,202 -132	-1%	-$13.4K	0.82%	61
2017 Q4	$921K	Buy	9,334 +703	+8%	+$69.4K	0.76%	65
2017 Q3	$777K	Buy	8,631 +542	+7%	+$48.8K	0.69%	66
2017 Q2	$725K	Buy	8,089 +324	+4%	+$29K	0.65%	68
2017 Q1	$683K	Buy	7,765 +65	+0.8%	+$5.72K	0.62%	65
2016 Q4	$627K	Buy	7,700 +385	+5%	+$31.4K	0.58%	66
2016 Q3	$585K	Buy	7,315 +530	+8%	+$42.4K	0.56%	66
2016 Q2	$530K	Sell	6,785 -360	-5%	-$28.1K	0.52%	67
2016 Q1	$565K	Buy	7,145 +240	+3%	+$19K	0.54%	66
2015 Q4	$540K	Buy	6,905 +260	+4%	+$20.3K	0.53%	66
2015 Q3	$493K	Buy	6,645 +570	+9%	+$42.3K	0.53%	66
2015 Q2	$465K	Buy	6,075 +150	+3%	+$11.5K	0.47%	70
2015 Q1	$446K	Buy	5,925 +175	+3%	+$13.2K	0.44%	72
2014 Q4	$415K	Buy	+5,750	New	+$415K	0.42%	71