Founders Financial Alliance’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 | $793K | Sell |
3,650
-8
| -0.2% | -$1.74K | 0.18% | 120 |
|
|
2025
Q1 | $722K | Buy |
3,658
+2,975
| +436% | +$587K | 0.18% | 121 |
|
|
2024
Q4 | $153K | Hold |
683
| – | – | 0.04% | 300 |
|
|
2024
Q3 | $137K | Sell |
683
-25
| -4% | -$5.01K | 0.04% | 308 |
|
|
2024
Q2 | $129K | Sell |
708
-54
| -7% | -$9.85K | 0.04% | 304 |
|
|
2024
Q1 | $140K | Buy |
762
+87
| +13% | +$16K | 0.04% | 299 |
|
|
2023
Q4 | $121K | Buy |
675
+12
| +2% | +$2.15K | 0.05% | 280 |
|
|
2023
Q3 | $107K | Sell |
663
-17
| -3% | -$2.74K | 0.05% | 267 |
|
|
2023
Q2 | $115K | Buy |
680
+27
| +4% | +$4.59K | 0.05% | 284 |
|
|
2023
Q1 | $97.6K | Sell |
653
-406
| -38% | -$60.7K | 0.05% | 255 |
|
|
2022
Q4 | $137K | Sell |
1,059
-59
| -5% | -$7.62K | 0.06% | 247 |
|
|
2022
Q3 | $159K | Sell |
1,118
-103
| -8% | -$14.6K | 0.08% | 225 |
|
|
2022
Q2 | $168K | Sell |
1,221
-136
| -10% | -$18.7K | 0.09% | 221 |
|
|
2022
Q1 | $251K | Buy |
1,357
+33
| +2% | +$6.1K | 0.11% | 179 |
|
|
2021
Q4 | $271K | Buy |
1,324
+1
| +0.1% | +$205 | 0.11% | 196 |
|
|
2021
Q3 | $238K | Buy |
1,323
+32
| +2% | +$5.76K | 0.11% | 190 |
|
|
2021
Q2 | $229K | Buy |
1,291
+96
| +8% | +$17K | 0.1% | 209 |
|
|
2021
Q1 | $201K | Buy |
1,195
+116
| +11% | +$19.5K | 0.1% | 218 |
|
|
2020
Q4 | $172K | Buy |
1,079
+129
| +14% | +$20.6K | 0.1% | 203 |
|
|
2020
Q3 | $137K | Buy |
+950
| New | +$137K | 0.08% | 208 |
|