Capital Analysts LLC’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
Q2 | $771K | Sell |
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|
2025
Q1 | $705K | Buy |
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|
2024
Q4 | $648K | Buy |
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|
2024
Q3 | $569K | Sell |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $2.18M | Sell |
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|
2023
Q4 | $2.13M | Buy |
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|
2023
Q3 | $1.91M | Buy |
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|
2023
Q2 | $448K | Sell |
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|
2023
Q1 | $415K | Sell |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | $196K | Sell |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q4 | $466K | Buy |
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|
2021
Q3 | $409K | Buy |
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|
2021
Q2 | $405K | Buy |
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|
2021
Q1 | $381K | Buy |
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|
2020
Q4 | $63K | Sell |
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|
2020
Q3 | $149K | Buy |
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|
2020
Q2 | $50K | Buy |
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|
2020
Q1 | $38K | Sell |
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|
2019
Q4 | $288K | Buy |
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|
2019
Q3 | $268K | Buy |
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|
2019
Q2 | $245K | Buy |
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|
2019
Q1 | $161K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Sell |
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|
2017
Q4 | $89K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $51.7K | Sell |
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|
2014
Q1 | $150K | Hold |
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|
2013
Q4 | $155K | Buy |
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