Gladstone Institutional Advisory’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 | $1.04M | Buy |
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|
2025
Q2 | $797K | Buy |
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|
2025
Q1 | $653K | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $2.16M | Sell |
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|
2024
Q2 | $2.66M | Sell |
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|
2024
Q1 | $4.64M | Sell |
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|
2023
Q4 | $5.75M | Buy |
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|
2023
Q3 | $3.4M | Sell |
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|
2023
Q2 | $4.78M | Buy |
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|
2023
Q1 | $4.05M | Buy |
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|
2022
Q4 | $1.59M | Sell |
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|
2022
Q3 | $4.34M | Buy |
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|
2022
Q2 | $2.6M | Buy |
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|
2022
Q1 | $2.8M | Buy |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $692K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $219K | Sell |
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|
2019
Q1 | $253K | Sell |
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|
2018
Q4 | $242K | Buy |
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