Everett Harris & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $402K | Hold |
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|
2025
Q2 | $364K | Sell |
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|
2025
Q1 | $375K | Hold |
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|
2024
Q4 | $426K | Buy |
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|
2024
Q3 | $336K | Hold |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $328K | Sell |
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|
2023
Q4 | $420K | Buy |
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|
2023
Q3 | $270K | Hold |
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|
2023
Q2 | $285K | Hold |
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|
2023
Q1 | $251K | Hold |
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|
2022
Q4 | $216K | Hold |
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|
2022
Q3 | $239K | Hold |
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|
2022
Q2 | $230K | Hold |
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|
2022
Q1 | $310K | Hold |
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|
2021
Q4 | $343K | Buy |
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|
2021
Q3 | $266K | Hold |
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|
2021
Q2 | $265K | Sell |
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|
2021
Q1 | $259K | Buy |
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|
2020
Q4 | $239K | Hold |
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|
2020
Q3 | $218K | Buy |
|