Congress Wealth Management’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 | $27.8M | Sell |
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|
2025
Q1 | $42.8M | Sell |
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|
2024
Q4 | $68.7M | Buy |
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|
2024
Q3 | $26.1M | Sell |
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|
2024
Q2 | $23.9M | Sell |
|
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|
2024
Q1 | $24.3M | Sell |
|
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|
2023
Q4 | $45.3M | Sell |
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|
2023
Q3 | $43M | Buy |
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|
2023
Q2 | $44.6M | Sell |
|
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|
2023
Q1 | $66.6M | Sell |
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|
2022
Q4 | $57.9M | Sell |
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|
2022
Q3 | $78.8M | Buy |
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|
2022
Q2 | $48.2M | Buy |
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|
2022
Q1 | $64.7M | Sell |
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|
2021
Q4 | $113M | Buy |
|