Financial Perspectives’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 | $26.1K | Hold |
120
| – | – | 0.01% | 386 |
|
|
2025
Q1 | $23.7K | Hold |
120
| – | – | 0.01% | 392 |
|
|
2024
Q4 | $26.9K | Hold |
120
| – | – | 0.01% | 374 |
|
|
2024
Q3 | $24K | Sell |
120
-11
| -8% | -$2.2K | 0.01% | 368 |
|
|
2024
Q2 | $23.9K | Hold |
131
| – | – | 0.01% | 360 |
|
|
2024
Q1 | $24.1K | Hold |
131
| – | – | 0.01% | 357 |
|
|
2023
Q4 | $23.4K | Hold |
131
| – | – | 0.01% | 362 |
|
|
2023
Q3 | $21.1K | Sell |
131
-24
| -15% | -$3.86K | 0.01% | 354 |
|
|
2023
Q2 | $26.3K | Hold |
155
| – | – | 0.01% | 331 |
|
|
2023
Q1 | $23.2K | Hold |
155
| – | – | 0.01% | 338 |
|
|
2022
Q4 | $20K | Hold |
155
| – | – | 0.01% | 357 |
|
|
2022
Q3 | $22.1K | Hold |
155
| – | – | 0.01% | 330 |
|
|
2022
Q2 | $21.3K | Hold |
155
| – | – | 0.01% | 339 |
|
|
2022
Q1 | $28.7K | Hold |
155
| – | – | 0.01% | 319 |
|
|
2021
Q4 | $31.7K | Hold |
155
| – | – | 0.02% | 297 |
|
|
2021
Q3 | $27.8K | Hold |
155
| – | – | 0.01% | 315 |
|
|
2021
Q2 | $27.7K | Sell |
155
-25,896
| -99% | -$4.62M | 0.01% | 336 |
|
|
2021
Q1 | $155K | Buy |
26,051
+25,896
| +16,707% | +$154K | 0.01% | 428 |
|
|
2020
Q4 | $24.9K | Hold |
155
| – | – | 0.01% | 309 |
|
|
2020
Q3 | $22.8K | Hold |
155
| – | – | 0.02% | 275 |
|
|
2020
Q2 | $19.8K | Hold |
155
| – | – | 0.01% | 273 |
|
|
2020
Q1 | $15.2K | Hold |
155
| – | – | 0.01% | 273 |
|
|
2019
Q4 | $19.4K | Buy |
+155
| New | +$19.4K | 0.01% | 264 |
|