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Financial Consulate’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
$489K Buy
+2,252
New +$489K 0.1% 35
2024
Q2
Sell
-2,250
Closed -$414K 41
2024
Q1
$414K Hold
2,250
0.12% 30
2023
Q4
$402K Buy
2,250
+1
+0% +$179 0.13% 29
2023
Q3
$362K Hold
2,249
0.16% 29
2023
Q2
$382K Hold
2,249
0.16% 31
2023
Q1
$336K Buy
2,249
+1
+0% +$150 0.12% 93
2022
Q4
$290K Hold
2,248
0.1% 110
2022
Q3
$320K Buy
2,248
+1
+0% +$142 0.14% 85
2022
Q2
$309K Hold
2,247
0.14% 92
2022
Q1
$416K Hold
2,247
0.16% 80
2021
Q4
$459K Hold
2,247
0.16% 80
2021
Q3
$403K Buy
2,247
+1
+0% +$179 0.15% 76
2021
Q2
$401K Hold
2,246
0.14% 72
2021
Q1
$378K Sell
2,246
-14
-0.6% -$2.36K 0.15% 73
2020
Q4
$363K Buy
2,260
+14
+0.6% +$2.25K 0.16% 71
2020
Q3
$330K Buy
2,246
+1
+0% +$147 0.16% 73
2020
Q2
$287K Hold
2,245
0.15% 78
2020
Q1
$220K Buy
2,245
+1
+0% +$98 0.13% 87
2019
Q4
$281K Buy
+2,244
New +$281K 0.12% 84