CWM
Congress Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8M | Sell |
127,955
-88,551
| -41% | -$19.2M | 0.27% | 89 |
|
|
2025
Q1 | $42.8M | Sell |
216,506
-89,835
| -29% | -$17.7M | 0.51% | 40 |
|
|
2024
Q4 | $68.7M | Buy |
306,341
+175,964
| +135% | +$39.5M | 0.94% | 14 |
|
|
2024
Q3 | $26.1M | Sell |
130,377
-799
| -0.6% | -$160K | 0.35% | 71 |
|
|
2024
Q2 | $23.9M | Sell |
131,176
-1,217
| -0.9% | -$222K | 0.38% | 58 |
|
|
2024
Q1 | $24.3M | Sell |
132,393
-120,733
| -48% | -$22.2M | 0.42% | 53 |
|
|
2023
Q4 | $45.3M | Sell |
253,126
-13,911
| -5% | -$2.49M | 0.83% | 23 |
|
|
2023
Q3 | $43M | Buy |
267,037
+4,625
| +2% | +$745K | 0.89% | 19 |
|
|
2023
Q2 | $44.6M | Sell |
262,412
-182,985
| -41% | -$31.1M | 1.03% | 18 |
|
|
2023
Q1 | $66.6M | Sell |
445,397
-2,600
| -0.6% | -$389K | 1.61% | 11 |
|
|
2022
Q4 | $57.9M | Sell |
447,997
-105,529
| -19% | -$13.6M | 1.49% | 11 |
|
|
2022
Q3 | $78.9M | Buy |
553,526
+203,206
| +58% | +$28.9M | 2.13% | 7 |
|
|
2022
Q2 | $48.2M | Buy |
350,320
+837
| +0.2% | +$115K | 1.23% | 15 |
|
|
2022
Q1 | $64.7M | Sell |
349,483
-202,076
| -37% | -$37.4M | 1.41% | 13 |
|
|
2021
Q4 | $113M | Buy |
+551,559
| New | +$113M | 2.24% | 2 |
|