Essex LLC’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 | $1.71M | Buy |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $754K | Buy |
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|
2024
Q3 | $630K | Buy |
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|
2024
Q2 | $535K | Sell |
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|
2024
Q1 | $540K | Sell |
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|
2023
Q4 | $664K | Sell |
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|
2023
Q3 | $789K | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $991K | Hold |
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|
2022
Q4 | $991K | Buy |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.42M | Buy |
|
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $1.33M | Buy |
|