FFS
Founders Financial Securities’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 | $7.89M | Buy |
36,305
+14,158
| +64% | +$3.08M | 0.6% | 36 |
|
|
2025
Q1 | $4.38M | Sell |
22,147
-11,570
| -34% | -$2.29M | 0.37% | 58 |
|
|
2024
Q4 | $7.56M | Buy |
33,717
+7,585
| +29% | +$1.7M | 0.68% | 36 |
|
|
2024
Q3 | $5.24M | Buy |
26,132
+2,119
| +9% | +$425K | 0.48% | 45 |
|
|
2024
Q2 | $4.38M | Buy |
24,013
+1,054
| +5% | +$192K | 0.41% | 53 |
|
|
2024
Q1 | $4.22M | Sell |
22,959
-939
| -4% | -$173K | 0.44% | 51 |
|
|
2023
Q4 | $4.27M | Sell |
23,898
-10,530
| -31% | -$1.88M | 0.47% | 45 |
|
|
2023
Q3 | $5.54M | Buy |
34,428
+14,697
| +74% | +$2.37M | 0.72% | 34 |
|
|
2023
Q2 | $3.35M | Buy |
19,731
+3,072
| +18% | +$522K | 0.44% | 54 |
|
|
2023
Q1 | $2.49M | Buy |
16,659
+6,203
| +59% | +$928K | 0.36% | 63 |
|
|
2022
Q4 | $1.35M | Buy |
10,456
+342
| +3% | +$44.2K | 0.21% | 97 |
|
|
2022
Q3 | $1.44M | Buy |
10,114
+6,328
| +167% | +$902K | 0.25% | 87 |
|
|
2022
Q2 | $520K | Sell |
3,786
-2,533
| -40% | -$348K | 0.1% | 161 |
|
|
2022
Q1 | $1.17M | Sell |
6,319
-6,992
| -53% | -$1.29M | 0.21% | 100 |
|
|
2021
Q4 | $2.72M | Buy |
13,311
+6,200
| +87% | +$1.27M | 0.49% | 51 |
|
|
2021
Q3 | $1.28M | Buy |
7,111
+4,139
| +139% | +$743K | 0.26% | 78 |
|
|
2021
Q2 | $531K | Buy |
+2,972
| New | +$531K | 0.11% | 168 |
|
|
2015
Q2 | – | Sell |
-51,495
| Closed | -$3.88M | – | 82 |
|
|
2015
Q1 | $3.88M | Buy |
+51,495
| New | +$3.88M | 2% | 13 |
|