Capital Insight 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 | $3.83M | Sell |
17,643
-1,342
| -7% | -$292K | 0.67% | 48 |
|
|
2025
Q1 | $3.75M | Buy |
18,985
+12,315
| +185% | +$2.43M | 0.65% | 50 |
|
|
2024
Q4 | $1.5M | Sell |
6,670
-526
| -7% | -$118K | 0.26% | 83 |
|
|
2024
Q3 | $1.44M | Sell |
7,196
-15
| -0.2% | -$3.01K | 0.25% | 80 |
|
|
2024
Q2 | $1.32M | Sell |
7,211
-36
| -0.5% | -$6.57K | 0.25% | 83 |
|
|
2024
Q1 | $1.33M | Sell |
7,247
-64
| -0.9% | -$11.8K | 0.25% | 81 |
|
|
2023
Q4 | $1.31M | Sell |
7,311
-18
| -0.2% | -$3.22K | 0.27% | 81 |
|
|
2023
Q3 | $1.18M | Sell |
7,329
-354
| -5% | -$57K | 0.27% | 83 |
|
|
2023
Q2 | $1.3M | Sell |
7,683
-190
| -2% | -$32.3K | 0.29% | 83 |
|
|
2023
Q1 | $1.18M | Sell |
7,873
-98
| -1% | -$14.7K | 0.28% | 89 |
|
|
2022
Q4 | $1.03M | Sell |
7,971
-288
| -3% | -$37.2K | 0.27% | 89 |
|
|
2022
Q3 | $1.18M | Sell |
8,259
-3,130
| -27% | -$446K | 0.32% | 81 |
|
|
2022
Q2 | $1.57M | Sell |
11,389
-990
| -8% | -$136K | 0.37% | 88 |
|
|
2022
Q1 | $2.29M | Sell |
12,379
-379
| -3% | -$70.1K | 0.47% | 72 |
|
|
2021
Q4 | $2.61M | Sell |
12,758
-387
| -3% | -$79.1K | 0.53% | 65 |
|
|
2021
Q3 | $2.36M | Sell |
13,145
-373
| -3% | -$66.9K | 0.51% | 73 |
|
|
2021
Q2 | $2.41M | Sell |
13,518
-147
| -1% | -$26.3K | 0.55% | 71 |
|
|
2021
Q1 | $2.3M | Sell |
13,665
-7,787
| -36% | -$1.31M | 0.56% | 70 |
|
|
2020
Q4 | $3.45M | Sell |
21,452
-766
| -3% | -$123K | 0.87% | 35 |
|
|
2020
Q3 | $3.27M | Buy |
22,218
+2,931
| +15% | +$431K | 0.92% | 31 |
|
|
2020
Q2 | $2.46M | Buy |
+19,287
| New | +$2.46M | 0.78% | 42 |
|