CIBC Private Wealth Group’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 | $1.7M | Sell |
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|
2025
Q1 | $1.86M | Sell |
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|
2024
Q4 | $2.59M | Buy |
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|
2024
Q3 | $2.19M | Sell |
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|
2024
Q2 | $2.28M | Sell |
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|
2024
Q1 | $2.23M | Sell |
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|
2023
Q4 | $2.28M | Buy |
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|
2023
Q3 | $2.05M | Buy |
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|
2023
Q2 | $1.39M | Hold |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $488K | Buy |
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|
2022
Q3 | $877K | Hold |
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|
2022
Q2 | $846K | Hold |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $1.1M | Hold |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $825K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $590K | Sell |
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|
2019
Q4 | $894K | Sell |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $1.05M | Buy |
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|
2019
Q1 | $961K | Buy |
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|
2018
Q4 | $805K | Buy |
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|
2018
Q3 | $654K | Hold |
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|
2018
Q2 | $610K | Buy |
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|
2018
Q1 | $495K | Sell |
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|
2017
Q4 | $493K | Buy |
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|
2017
Q3 | $432K | Buy |
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