Dynamic Advisor Solutions’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
Q3 | $6.46M | Buy |
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|
2025
Q2 | $4.89M | Buy |
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|
2025
Q1 | $1.67M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2M | Sell |
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|
2024
Q2 | $2.09M | Buy |
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|
2024
Q1 | $1.93M | Buy |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.9M | Buy |
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|
2023
Q2 | $1.88M | Buy |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | $931K | Sell |
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|
2022
Q3 | $1.3M | Buy |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.5M | Sell |
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|
2021
Q4 | $1.85M | Sell |
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|
2021
Q3 | $1.79M | Buy |
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|
2021
Q2 | $1.76M | Sell |
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|
2021
Q1 | $1.65M | Buy |
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|
2020
Q4 | $1.27M | Sell |
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|
2020
Q3 | $1.3M | Sell |
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.43M | Buy |
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|
2019
Q3 | $1.29M | Buy |
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|
2019
Q2 | $1.26M | Sell |
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|
2019
Q1 | $1.85M | Sell |
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|
2018
Q4 | $2.46M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $364K | Sell |
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|
2017
Q1 | $407K | Sell |
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|
2016
Q4 | $446K | Sell |
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|
2016
Q3 | $482K | Buy |
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|
2016
Q2 | $370K | Buy |
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|
2016
Q1 | $354K | Sell |
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|
2015
Q4 | $360K | Sell |
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|
2015
Q3 | $349K | Buy |
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|
2015
Q2 | $328K | Buy |
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|
2015
Q1 | $280K | Sell |
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|
2014
Q4 | $315K | Buy |
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|
2014
Q3 | $270K | Buy |
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|
2014
Q2 | $264K | Sell |
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|
2014
Q1 | $309K | Sell |
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|
2013
Q4 | $1.02M | Buy |
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