Hennion & Walsh Asset 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 | $1.06M | Sell |
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|
2025
Q2 | $960K | Sell |
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|
2025
Q1 | $896K | Buy |
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|
2024
Q4 | $303K | Buy |
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|
2024
Q3 | $239K | Buy |
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|
2024
Q2 | $204K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $266K | Buy |
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|
2023
Q1 | $221K | Sell |
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|
2022
Q4 | $301K | Buy |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $358K | Buy |
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|
2021
Q4 | $392K | Hold |
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|
2021
Q3 | $344K | Hold |
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|
2021
Q2 | $342K | Buy |
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|
2021
Q1 | $312K | Buy |
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