FTWA
Fifth Third Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
6,766
+12
| +0.2% | +$2.61K | 0.06% | 195 |
|
|
2025
Q1 | $1.33M | Buy |
6,754
+762
| +13% | +$150K | 0.07% | 183 |
|
|
2024
Q4 | $1.34M | Buy |
5,992
+132
| +2% | +$29.6K | 0.07% | 172 |
|
|
2024
Q3 | $1.17M | Buy |
5,860
+1,108
| +23% | +$222K | 0.07% | 172 |
|
|
2024
Q2 | $867K | Buy |
4,752
+317
| +7% | +$57.8K | 0.07% | 179 |
|
|
2024
Q1 | $816K | Buy |
4,435
+100
| +2% | +$18.4K | 0.13% | 120 |
|
|
2023
Q4 | $775K | Buy |
4,335
+20
| +0.5% | +$3.58K | 0.25% | 89 |
|
|
2023
Q3 | $695K | Buy |
4,315
+962
| +29% | +$155K | 0.28% | 84 |
|
|
2023
Q2 | $569K | Buy |
3,353
+575
| +21% | +$97.6K | 0.37% | 76 |
|
|
2023
Q1 | $415K | Buy |
+2,778
| New | +$415K | 0.77% | 43 |
|