Cary Street Partners Investment Advisory’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 | $123K | Sell |
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|
2025
Q1 | $153K | Buy |
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|
2024
Q4 | $119K | Sell |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.81M | Buy |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | $205K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $93K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $324K | Buy |
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