Golden State Wealth Management’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 | $1.07M | Hold |
4,911
| – | – | 0.13% | 136 |
|
|
2025
Q1 | $970K | Sell |
4,911
-31
| -0.6% | -$6.12K | 0.14% | 128 |
|
|
2024
Q4 | $1.11M | Buy |
+4,942
| New | +$1.11M | 0.17% | 104 |
|
|
2022
Q1 | $1.01M | Buy |
5,445
+23
| +0.4% | +$4.25K | 0.2% | 101 |
|
|
2021
Q4 | $1.11M | Buy |
5,422
+6
| +0.1% | +$1.23K | 0.19% | 112 |
|
|
2021
Q3 | $972K | Sell |
5,416
-308
| -5% | -$55.3K | 0.21% | 95 |
|
|
2021
Q2 | $1.02M | Sell |
5,724
-101
| -2% | -$18K | 0.23% | 93 |
|
|
2021
Q1 | $979K | Sell |
5,825
-79
| -1% | -$13.3K | 0.32% | 55 |
|
|
2020
Q4 | $949K | Sell |
5,904
-118
| -2% | -$19K | 0.28% | 72 |
|
|
2020
Q3 | $885K | Hold |
6,022
| – | – | 0.3% | 58 |
|
|
2020
Q2 | $769K | Sell |
6,022
-1,525
| -20% | -$195K | 0.25% | 67 |
|
|
2020
Q1 | $740K | Buy |
+7,547
| New | +$740K | 0.33% | 54 |
|
|
2019
Q4 | – | Sell |
-9,671
| Closed | -$1.17M | – | 976 |
|
|
2019
Q3 | $1.17M | Buy |
9,671
+200
| +2% | +$24.1K | 0.39% | 50 |
|
|
2019
Q2 | $1.13M | Sell |
9,471
-861
| -8% | -$103K | 0.36% | 57 |
|
|
2019
Q1 | $1.18M | Buy |
+10,332
| New | +$1.18M | 0.39% | 54 |
|