Farther Finance Advisors’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 | $454K | Buy |
2,088
+175
| +9% | +$38K | 0.01% | 949 |
|
2025
Q1 | $382K | Buy |
1,913
+834
| +77% | +$166K | 0.01% | 923 |
|
2024
Q4 | $242K | Buy |
1,079
+23
| +2% | +$5.16K | 0.01% | 900 |
|
2024
Q3 | $212K | Sell |
1,056
-368
| -26% | -$73.7K | 0.01% | 969 |
|
2024
Q2 | $261K | Sell |
1,424
-54
| -4% | -$9.88K | 0.01% | 720 |
|
2024
Q1 | $270K | Buy |
1,478
+2
| +0.1% | +$365 | 0.02% | 585 |
|
2023
Q4 | $264K | Buy |
1,476
+1,371
| +1,306% | +$245K | 0.02% | 486 |
|
2023
Q3 | $16.9K | Sell |
105
-61
| -37% | -$9.82K | ﹤0.01% | 1136 |
|
2023
Q2 | $28.2K | Hold |
166
| – | – | 0.01% | 884 |
|
2023
Q1 | $24.8K | Buy |
166
+61
| +58% | +$9.12K | 0.01% | 835 |
|
2022
Q4 | $13.6K | Buy |
+105
| New | +$13.6K | 0.01% | 853 |
|