Caldwell Sutter Capital’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
Q3 | $332K | Hold |
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|
2025
Q2 | $301K | Sell |
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|
2025
Q1 | $274K | Hold |
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|
2024
Q4 | $311K | Hold |
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|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $255K | Hold |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $235K | Hold |
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|
2023
Q1 | $207K | Hold |
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|
2022
Q4 | $178K | Buy |
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