Colony Family Offices’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 | $2.3M | Sell |
10,587
-55
| -0.5% | -$12K | 0.59% | 25 |
|
|
2025
Q1 | $2.1M | Sell |
10,642
-749
| -7% | -$148K | 0.66% | 23 |
|
|
2024
Q4 | $2.56M | Hold |
11,391
| – | – | 0.8% | 21 |
|
|
2024
Q3 | $2.28M | Buy |
11,391
+55
| +0.5% | +$11K | 0.71% | 23 |
|
|
2024
Q2 | $2.07M | Hold |
11,336
| – | – | 0.66% | 25 |
|
|
2024
Q1 | $2.08M | Hold |
11,336
| – | – | 0.67% | 24 |
|
|
2023
Q4 | $2.03M | Buy |
+11,336
| New | +$2.03M | 0.7% | 21 |
|