HB Wealth Management’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 | $4.37M | Buy |
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|
2025
Q2 | $2.01M | Sell |
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|
2025
Q1 | $2.47M | Buy |
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|
2024
Q4 | $2.38M | Sell |
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|
2024
Q3 | $2.18M | Buy |
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|
2024
Q2 | $1.93M | Buy |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $1.82M | Buy |
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|
2021
Q4 | $1.95M | Buy |
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