Caldwell Sutter Capital’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 | $301K | Sell |
1,387
-1
| -0.1% | -$217 | 0.14% | 151 |
|
|
2025
Q1 | $274K | Hold |
1,388
| – | – | 0.13% | 161 |
|
|
2024
Q4 | $311K | Hold |
1,388
| – | – | 0.14% | 151 |
|
|
2024
Q3 | $278K | Hold |
1,388
| – | – | 0.13% | 159 |
|
|
2024
Q2 | $253K | Hold |
1,388
| – | – | 0.13% | 169 |
|
|
2024
Q1 | $255K | Hold |
1,388
| – | – | 0.12% | 164 |
|
|
2023
Q4 | $248K | Buy |
1,388
+7
| +0.5% | +$1.25K | 0.13% | 158 |
|
|
2023
Q3 | $222K | Hold |
1,381
| – | – | 0.12% | 162 |
|
|
2023
Q2 | $235K | Hold |
1,381
| – | – | 0.12% | 160 |
|
|
2023
Q1 | $207K | Hold |
1,381
| – | – | 0.15% | 119 |
|
|
2022
Q4 | $178K | Buy |
+1,381
| New | +$178K | 0.16% | 108 |
|