EPM
Elm Partners 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 | $327K | Sell |
1,506
-431
| -22% | -$93.7K | 0.02% | 82 |
|
|
2025
Q1 | $382K | Sell |
1,937
-2,960
| -60% | -$584K | 0.02% | 53 |
|
|
2024
Q4 | $1.1M | Buy |
4,897
+1,928
| +65% | +$433K | 0.08% | 38 |
|
|
2024
Q3 | $595K | Buy |
+2,969
| New | +$595K | 0.04% | 42 |
|
|
2024
Q2 | – | Sell |
-2,119
| Closed | -$390K | – | 62 |
|
|
2024
Q1 | $390K | Buy |
2,119
+21
| +1% | +$3.86K | 0.03% | 47 |
|
|
2023
Q4 | $375K | Sell |
2,098
-365
| -15% | -$65.3K | 0.03% | 43 |
|
|
2023
Q3 | $396K | Buy |
+2,463
| New | +$396K | 0.04% | 41 |
|