Crewe Advisors’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 | $154K | Hold |
|
|||||
|
2025
Q1 | $140K | Sell |
|
|||||
|
2024
Q4 | $471K | Hold |
|
|||||
|
2024
Q3 | $421K | Buy |
|
|||||
|
2024
Q2 | $143K | Hold |
|
|||||
|
2024
Q1 | $144K | Hold |
|
|||||
|
2023
Q4 | $140K | Hold |
|
|||||
|
2023
Q3 | $126K | Hold |
|
|||||
|
2023
Q2 | $133K | Sell |
|
|||||
|
2023
Q1 | $147K | Sell |
|
|||||
|
2022
Q4 | $138K | Buy |
|
|||||
|
2022
Q3 | $152K | Buy |
|
|||||
|
2022
Q2 | $29K | Buy |
|
|||||
|
2022
Q1 | $19K | Sell |
|
|||||
|
2021
Q4 | $44K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $1K | Hold |
|
|||||
|
2021
Q1 | $1K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $23K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $9K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $85K | Buy |
|