Gallagher Fiduciary 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 | $1.35M | Buy |
6,205
+110
| +2% | +$23.9K | 0.05% | 61 |
|
|
2025
Q1 | $1.2M | Sell |
6,095
-42
| -0.7% | -$8.29K | 0.04% | 77 |
|
|
2024
Q4 | $1.38M | Buy |
6,137
+372
| +6% | +$83.5K | 0.27% | 47 |
|
|
2024
Q3 | $1.16M | Sell |
5,765
-1,542
| -21% | -$309K | 0.23% | 49 |
|
|
2024
Q2 | $1.33M | Sell |
7,307
-1,271
| -15% | -$232K | 0.3% | 38 |
|
|
2024
Q1 | $1.58M | Sell |
8,578
-301
| -3% | -$55.4K | 0.06% | 39 |
|
|
2023
Q4 | $1.59M | Sell |
8,879
-94
| -1% | -$16.8K | 0.05% | 39 |
|
|
2023
Q3 | $1.44M | Sell |
8,973
-1,353
| -13% | -$218K | 0.13% | 36 |
|
|
2023
Q2 | $1.75M | Sell |
10,326
-2,390
| -19% | -$406K | 0.13% | 41 |
|
|
2023
Q1 | $1.9M | Buy |
+12,716
| New | +$1.9M | 0.16% | 39 |
|