Envestnet Portfolio Solutions’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 | $1.99M | Sell |
9,149
-18,249
| -67% | -$3.97M | 0.01% | 566 |
|
|
2025
Q1 | $5.41M | Sell |
27,398
-40,750
| -60% | -$8.05M | 0.02% | 346 |
|
|
2024
Q4 | $15.3M | Buy |
68,148
+17,088
| +33% | +$3.83M | 0.05% | 179 |
|
|
2024
Q3 | $10.2M | Sell |
51,060
-1,913
| -4% | -$383K | 0.03% | 240 |
|
|
2024
Q2 | $9.66M | Buy |
52,973
+3,166
| +6% | +$577K | 0.03% | 239 |
|
|
2024
Q1 | $9.16M | Buy |
49,807
+23,734
| +91% | +$4.36M | 0.03% | 244 |
|
|
2023
Q4 | $4.66M | Buy |
26,073
+6,186
| +31% | +$1.11M | 0.02% | 339 |
|
|
2023
Q3 | $3.2M | Buy |
+19,887
| New | +$3.2M | 0.02% | 416 |
|