Financial & Tax Architects’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 | $880K | Buy |
4,051
+119
| +3% | +$25.9K | 0.21% | 62 |
|
|
2025
Q1 | $776K | Buy |
3,932
+532
| +16% | +$105K | 0.19% | 70 |
|
|
2024
Q4 | $763K | Buy |
3,400
+233
| +7% | +$52.3K | 0.19% | 60 |
|
|
2024
Q3 | $635K | Sell |
3,167
-229
| -7% | -$45.9K | 0.16% | 64 |
|
|
2024
Q2 | $619K | Sell |
3,396
-98
| -3% | -$17.9K | 0.17% | 66 |
|
|
2024
Q1 | $643K | Sell |
3,494
-303
| -8% | -$55.7K | 0.18% | 67 |
|
|
2023
Q4 | $679K | Sell |
3,797
-1,123
| -23% | -$201K | 0.2% | 64 |
|
|
2023
Q3 | $792K | Sell |
4,920
-282
| -5% | -$45.4K | 0.25% | 54 |
|
|
2023
Q2 | $883K | Buy |
+5,202
| New | +$883K | 0.27% | 49 |
|
|
2022
Q1 | – | Sell |
-6,252
| Closed | -$1.28M | – | 109 |
|
|
2021
Q4 | $1.28M | Buy |
6,252
+913
| +17% | +$187K | 0.52% | 52 |
|
|
2021
Q3 | $958K | Buy |
5,339
+1,332
| +33% | +$239K | 0.44% | 54 |
|
|
2021
Q2 | $715K | Buy |
4,007
+887
| +28% | +$158K | 0.35% | 65 |
|
|
2021
Q1 | $524K | Buy |
+3,120
| New | +$524K | 0.29% | 67 |
|