Certified Advisory Corp’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 | $1.8M | Sell |
8,292
-66
| -0.8% | -$14.3K | 0.19% | 113 |
|
|
2025
Q1 | $1.65M | Buy |
8,358
+148
| +2% | +$29.2K | 0.19% | 115 |
|
|
2024
Q4 | $1.84M | Buy |
8,210
+122
| +2% | +$27.4K | 0.2% | 110 |
|
|
2024
Q3 | $1.62M | Buy |
8,088
+406
| +5% | +$81.4K | 0.18% | 116 |
|
|
2024
Q2 | $1.4M | Sell |
7,682
-53
| -0.7% | -$9.67K | 0.18% | 117 |
|
|
2024
Q1 | $1.42M | Buy |
7,735
+458
| +6% | +$84.2K | 0.2% | 111 |
|
|
2023
Q4 | $1.3M | Sell |
7,277
-57
| -0.8% | -$10.2K | 0.2% | 113 |
|
|
2023
Q3 | $1.18M | Sell |
7,334
-154
| -2% | -$24.8K | 0.22% | 102 |
|
|
2023
Q2 | $1.27M | Sell |
7,488
-410
| -5% | -$69.6K | 0.23% | 100 |
|
|
2023
Q1 | $1.18M | Buy |
7,898
+516
| +7% | +$77.2K | 0.21% | 107 |
|
|
2022
Q4 | $953K | Sell |
7,382
-61
| -0.8% | -$7.88K | 0.19% | 120 |
|
|
2022
Q3 | $1.06M | Buy |
7,443
+738
| +11% | +$105K | 0.24% | 103 |
|
|
2022
Q2 | $922K | Buy |
6,705
+179
| +3% | +$24.6K | 0.21% | 119 |
|
|
2022
Q1 | $1.21M | Sell |
6,526
-79
| -1% | -$14.6K | 0.26% | 98 |
|
|
2021
Q4 | $1.35M | Buy |
6,605
+944
| +17% | +$193K | 0.3% | 88 |
|
|
2021
Q3 | $1.02M | Buy |
5,661
+590
| +12% | +$106K | 0.25% | 97 |
|
|
2021
Q2 | $905K | Buy |
5,071
+62
| +1% | +$11.1K | 0.23% | 104 |
|
|
2021
Q1 | $842K | Buy |
+5,009
| New | +$842K | 0.22% | 101 |
|
|
2020
Q2 | $745K | Buy |
5,832
+1,294
| +29% | +$165K | 0.25% | 99 |
|
|
2020
Q1 | $445K | Buy |
4,538
+1,118
| +33% | +$110K | 0.18% | 113 |
|
|
2019
Q4 | $429K | Buy |
3,420
+5
| +0.1% | +$627 | 0.14% | 129 |
|
|
2019
Q3 | $412K | Sell |
3,415
-67
| -2% | -$8.08K | 0.14% | 130 |
|
|
2019
Q2 | $415K | Sell |
3,482
-129
| -4% | -$15.4K | 0.15% | 117 |
|
|
2019
Q1 | $411K | Sell |
3,611
-287
| -7% | -$32.7K | 0.17% | 111 |
|
|
2018
Q4 | $386K | Buy |
3,898
+207
| +6% | +$20.5K | 0.2% | 104 |
|
|
2018
Q3 | $433K | Buy |
3,691
+6
| +0.2% | +$704 | 0.2% | 97 |
|
|
2018
Q2 | $403K | Sell |
3,685
-94
| -2% | -$10.3K | 0.22% | 98 |
|
|
2018
Q1 | $382K | Buy |
3,779
+1,401
| +59% | +$142K | 0.23% | 101 |
|
|
2017
Q4 | $234K | Buy |
+2,378
| New | +$234K | 0.17% | 105 |
|