HPIA
Hamilton Point Investment Advisors’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 | $81.9K | Hold |
377
| – | – | 0.01% | 134 |
|
|
2025
Q1 | $74.4K | Hold |
377
| – | – | 0.01% | 129 |
|
|
2024
Q4 | $84.6K | Hold |
377
| – | – | 0.01% | 128 |
|
|
2024
Q3 | $75.5K | Hold |
377
| – | – | 0.01% | 132 |
|
|
2024
Q2 | $68.8K | Hold |
377
| – | – | 0.01% | 122 |
|
|
2024
Q1 | $69.3K | Hold |
377
| – | – | 0.01% | 125 |
|
|
2023
Q4 | $67.4K | Hold |
377
| – | – | 0.01% | 130 |
|
|
2023
Q3 | $60.7K | Hold |
377
| – | – | 0.02% | 124 |
|
|
2023
Q2 | $64K | Hold |
377
| – | – | 0.02% | 129 |
|
|
2023
Q1 | $56.4K | Buy |
+377
| New | +$56.4K | 0.01% | 124 |
|