Crewe Advisors’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 | $154K | Hold |
710
| – | – | 0.02% | 182 |
|
|
2025
Q1 | $140K | Sell |
710
-1,389
| -66% | -$274K | 0.02% | 169 |
|
|
2024
Q4 | $471K | Hold |
2,099
| – | – | 0.06% | 80 |
|
|
2024
Q3 | $421K | Buy |
2,099
+1,314
| +167% | +$263K | 0.05% | 92 |
|
|
2024
Q2 | $143K | Hold |
785
| – | – | 0.02% | 223 |
|
|
2024
Q1 | $144K | Hold |
785
| – | – | 0.02% | 220 |
|
|
2023
Q4 | $140K | Hold |
785
| – | – | 0.02% | 85 |
|
|
2023
Q3 | $126K | Hold |
785
| – | – | 0.02% | 91 |
|
|
2023
Q2 | $133K | Sell |
785
-198
| -20% | -$33.6K | 0.02% | 179 |
|
|
2023
Q1 | $147K | Sell |
983
-89
| -8% | -$13.3K | 0.02% | 187 |
|
|
2022
Q4 | $138K | Buy |
1,072
+3
| +0.3% | +$387 | 0.02% | 190 |
|
|
2022
Q3 | $152K | Buy |
1,069
+855
| +400% | +$122K | 0.03% | 176 |
|
|
2022
Q2 | $29K | Buy |
214
+110
| +106% | +$14.9K | 0.01% | 361 |
|
|
2022
Q1 | $19K | Sell |
104
-112
| -52% | -$20.5K | ﹤0.01% | 302 |
|
|
2021
Q4 | $44K | Buy |
+216
| New | +$44K | 0.01% | 199 |
|
|
2021
Q3 | – | Sell |
-8
| Closed | -$1K | – | 475 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 456 |
|
|
2021
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 454 |
|
|
2019
Q3 | – | Sell |
-189
| Closed | -$23K | – | 317 |
|
|
2019
Q2 | $23K | Buy |
+189
| New | +$23K | 0.01% | 181 |
|
|
2018
Q3 | – | Sell |
-83
| Closed | -$9K | – | 273 |
|
|
2018
Q2 | $9K | Buy |
+83
| New | +$9K | 0.01% | 220 |
|
|
2018
Q1 | – | Sell |
-857
| Closed | -$85K | – | 294 |
|
|
2017
Q4 | $85K | Buy |
+857
| New | +$85K | 0.08% | 89 |
|