Frank Rimerman Advisors’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 | $1.83M | Hold |
8,399
| – | – | 0.12% | 128 |
|
|
2025
Q1 | $1.66M | Buy |
8,399
+2,275
| +37% | +$449K | 0.13% | 128 |
|
|
2024
Q4 | $1.37M | Hold |
6,124
| – | – | 0.1% | 148 |
|
|
2024
Q3 | $1.23M | Buy |
6,124
+55
| +0.9% | +$11K | 0.09% | 184 |
|
|
2024
Q2 | $1.11M | Hold |
6,069
| – | – | 0.08% | 199 |
|
|
2024
Q1 | $1.12M | Sell |
6,069
-1
| -0% | -$184 | 0.21% | 49 |
|
|
2023
Q4 | $1.09M | Buy |
6,070
+1,841
| +44% | +$329K | 0.23% | 47 |
|
|
2023
Q3 | $681K | Buy |
4,229
+139
| +3% | +$22.4K | 0.16% | 53 |
|
|
2023
Q2 | $695K | Buy |
4,090
+344
| +9% | +$58.4K | 0.17% | 53 |
|
|
2023
Q1 | $560K | Buy |
3,746
+959
| +34% | +$143K | 0.15% | 57 |
|
|
2022
Q4 | $360K | Buy |
2,787
+688
| +33% | +$88.9K | 0.11% | 60 |
|
|
2022
Q3 | $299K | Buy |
+2,099
| New | +$299K | 0.11% | 64 |
|