Estate Counselors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.24M | Sell |
48,070
-37,540
| -44% | -$4.39M | 0.47% | 32 |
|
|
2025
Q4 | $10.2M | Buy |
85,610
+5,290
| +7% | +$627K | 0.86% | 18 |
|
|
2025
Q3 | $9.62M | Buy |
80,320
+3,860
| +5% | +$442K | 0.83% | 18 |
|
|
2025
Q2 | $8.31M | Buy |
+76,460
| New | +$7.82M | 0.82% | 17 |
|
|
2024
Q2 | – | Sell |
-80,800
| Closed | -$7.43M | – | 128 |
|
|
2024
Q1 | $7.43M | Sell |
80,800
-660
| -0.8% | -$58.8K | 0.85% | 11 |
|
|
2023
Q4 | $7.28M | Sell |
81,460
-40,180
| -33% | -$3.33M | 0.9% | 27 |
|
|
2023
Q3 | $9.79M | Buy |
121,640
+6,140
| +5% | +$519K | 1.3% | 24 |
|
|
2023
Q2 | $9.81M | Sell |
115,500
-56,640
| -33% | -$4.34M | 1.24% | 26 |
|
|
2023
Q1 | $12.9M | Buy |
172,140
+87,270
| +103% | +$6.26M | 1.7% | 21 |
|
|
2022
Q4 | $5.48M | Buy |
84,870
+1,180
| +1% | +$82.3K | 0.77% | 38 |
|
|
2022
Q3 | $5.96M | Buy |
83,690
+79,490
| +1,893% | +$6.22M | 0.92% | 28 |
|
|
2022
Q2 | $288K | Buy |
4,200
+590
| +16% | +$46.5K | 0.04% | 112 |
|
|
2022
Q1 | $333K | Buy |
+3,610
| New | +$331K | 0.04% | 113 |
|
|
2020
Q3 | – | Sell |
-40
| Closed | -$2K | – | 155 |
|
|
2020
Q2 | $2K | Buy |
+40
| New | +$2.36K | ﹤0.01% | 157 |
|
|
2019
Q4 | – | Sell |
-114,440
| Closed | -$6.91M | – | 80 |
|
|
2019
Q3 | $6.91M | Sell |
114,440
-1,200
| -1% | -$72.3K | 1.06% | 35 |
|
|
2019
Q2 | $6.89M | Sell |
115,640
-2,300
| -2% | -$135K | 1.08% | 34 |
|
|
2019
Q1 | $6.71M | Buy |
117,940
+24,300
| +26% | +$1.32M | 1.15% | 34 |
|
|
2018
Q4 | $4.64M | Sell |
93,640
-4,200
| -4% | -$222K | 0.94% | 41 |
|
|
2018
Q3 | $5.73M | Sell |
97,840
-380
| -0.4% | -$21.6K | 1.04% | 30 |
|
|
2018
Q2 | $5.37M | Sell |
98,220
-360
| -0.4% | -$19K | 1.02% | 36 |
|
|
2018
Q1 | $4.99M | Buy |
98,580
+12,060
| +14% | +$629K | 0.93% | 38 |
|
|
2017
Q4 | $4.27M | Buy |
86,520
+7,200
| +9% | +$339K | 0.85% | 39 |
|
|
2017
Q3 | $3.57M | Buy |
79,320
+32,180
| +68% | +$1.45M | 0.71% | 39 |
|
|
2017
Q2 | $2.11M | Hold |
47,140
| – | – | 0.48% | 44 |
|
|
2017
Q1 | $2.07M | Buy |
47,140
+1,860
| +4% | +$79.7K | 0.54% | 43 |
|
|
2016
Q4 | $1.84M | Buy |
+45,280
| New | +$1.83M | 0.51% | 50 |
|
|
2016
Q2 | – | Sell |
-12,880
| Closed | -$509K | – | 60 |
|
|
2016
Q1 | $509K | Sell |
12,880
-110,440
| -90% | -$4.11M | 0.22% | 43 |
|
|
2015
Q4 | $4.82M | Sell |
123,320
-3,200
| -3% | -$127K | 1.97% | 18 |
|
|
2015
Q3 | $4.68M | Buy |
126,520
+103,640
| +453% | +$3.98M | 1.89% | 18 |
|
|
2015
Q2 | $874K | Sell |
22,880
-1,400
| -6% | -$53.6K | 0.3% | 39 |
|
|
2015
Q1 | $915K | Buy |
+24,280
| New | +$892K | 0.33% | 39 |
|
Other funds holding XLY
