HBW Advisory Services’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 | $1.75M | Sell |
8,058
-2,082
| -21% | -$452K | 0.22% | 114 |
|
2025
Q1 | $2M | Buy |
10,140
+1,405
| +16% | +$277K | 0.28% | 93 |
|
2024
Q4 | $1.96M | Buy |
8,735
+914
| +12% | +$205K | 0.2% | 89 |
|
2024
Q3 | $1.57M | Buy |
7,821
+1,084
| +16% | +$217K | 0.23% | 102 |
|
2024
Q2 | $1.23M | Buy |
6,737
+2,019
| +43% | +$368K | 0.2% | 121 |
|
2024
Q1 | $844K | Hold |
4,718
| – | – | 0.16% | 137 |
|
2023
Q4 | $844K | Buy |
4,718
+262
| +6% | +$46.9K | 0.16% | 137 |
|
2023
Q3 | $717K | Sell |
4,456
-2,382
| -35% | -$383K | 0.15% | 145 |
|
2023
Q2 | $1.16M | Buy |
6,838
+2,606
| +62% | +$442K | 0.25% | 96 |
|
2023
Q1 | $633K | Sell |
4,232
-274
| -6% | -$41K | 0.16% | 145 |
|
2022
Q4 | $582K | Sell |
4,506
-249
| -5% | -$32.2K | 0.15% | 152 |
|
2022
Q3 | $677K | Buy |
4,755
+79
| +2% | +$11.2K | 0.19% | 138 |
|
2022
Q2 | $643K | Sell |
4,676
-230
| -5% | -$31.6K | 0.17% | 133 |
|
2022
Q1 | $908K | Sell |
4,906
-492
| -9% | -$91.1K | 0.32% | 92 |
|
2021
Q4 | $1.1M | Sell |
5,398
-305
| -5% | -$62.3K | 0.26% | 94 |
|
2021
Q3 | $1.02M | Buy |
5,703
+280
| +5% | +$50.2K | 0.26% | 91 |
|
2021
Q2 | $968K | Buy |
5,423
+182
| +3% | +$32.5K | 0.25% | 99 |
|
2021
Q1 | $881K | Buy |
5,241
+95
| +2% | +$16K | 0.23% | 99 |
|
2020
Q4 | $827K | Buy |
5,146
+59
| +1% | +$9.48K | 0.25% | 89 |
|
2020
Q3 | $748K | Sell |
5,087
-4,572
| -47% | -$672K | 0.31% | 80 |
|
2020
Q2 | $1.23M | Buy |
+9,659
| New | +$1.23M | 0.57% | 60 |
|
2020
Q1 | – | Sell |
-5,571
| Closed | -$704K | – | 159 |
|
2019
Q4 | $704K | Sell |
5,571
-5,156
| -48% | -$652K | 0.41% | 60 |
|
2019
Q3 | $1.27M | Buy |
+10,727
| New | +$1.27M | 1.22% | 35 |
|