Fiduciary Group’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
Q3 | $4.29M | Buy |
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|
2025
Q2 | $3.71M | Buy |
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|
2025
Q1 | $3.06M | Buy |
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|
2024
Q4 | $3.24M | Buy |
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|
2024
Q3 | $2.21M | Buy |
|
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|
2024
Q2 | $1.94M | Buy |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $513K | Buy |
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|
2023
Q2 | $431K | Buy |
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|
2023
Q1 | $306K | Sell |
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|
2022
Q4 | $280K | Hold |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $309K | Sell |
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|
2021
Q4 | $471K | Sell |
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|
2021
Q3 | $470K | Buy |
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|
2021
Q2 | $401K | Buy |
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|
2021
Q1 | $307K | Hold |
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|
2020
Q4 | $292K | Buy |
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|
2020
Q3 | $240K | Buy |
|