Financial & Tax Architects’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 | $1.14M | Buy |
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|
2025
Q2 | $880K | Buy |
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|
2025
Q1 | $776K | Buy |
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|
2024
Q4 | $763K | Buy |
|
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|
2024
Q3 | $635K | Sell |
|
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|
2024
Q2 | $619K | Sell |
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|
2024
Q1 | $643K | Sell |
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|
2023
Q4 | $679K | Sell |
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|
2023
Q3 | $792K | Sell |
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|
2023
Q2 | $883K | Buy |
|
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $958K | Buy |
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|
2021
Q2 | $715K | Buy |
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|
2021
Q1 | $524K | Buy |
|