Hudson Valley Investment Advisors’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 | $7.6M | Sell |
34,991
-1,138
| -3% | -$247K | 0.83% | 38 |
|
|
2025
Q1 | $7.13M | Sell |
36,129
-353
| -1% | -$69.7K | 0.85% | 40 |
|
|
2024
Q4 | $8.18M | Buy |
36,482
+367
| +1% | +$82.3K | 0.93% | 37 |
|
|
2024
Q3 | $7.24M | Buy |
36,115
+777
| +2% | +$156K | 0.8% | 44 |
|
|
2024
Q2 | $6.2M | Sell |
35,338
-217
| -0.6% | -$38.1K | 0.81% | 42 |
|
|
2024
Q1 | $6.54M | Buy |
35,555
+217
| +0.6% | +$39.9K | 0.78% | 51 |
|
|
2023
Q4 | $6.2M | Buy |
35,338
+215
| +0.6% | +$37.7K | 0.85% | 38 |
|
|
2023
Q3 | $5.65M | Buy |
35,123
+529
| +2% | +$85.2K | 0.8% | 41 |
|
|
2023
Q2 | $5.87M | Buy |
34,594
+1,801
| +5% | +$306K | 0.8% | 39 |
|
|
2023
Q1 | $4.9M | Buy |
32,793
+1,136
| +4% | +$170K | 0.69% | 43 |
|
|
2022
Q4 | $4.09M | Buy |
31,657
+613
| +2% | +$79.2K | 0.62% | 46 |
|
|
2022
Q3 | $4.42M | Buy |
31,044
+1,705
| +6% | +$243K | 0.71% | 41 |
|
|
2022
Q2 | $4.03M | Buy |
29,339
+1,826
| +7% | +$251K | 0.63% | 47 |
|
|
2022
Q1 | $5.09M | Buy |
+27,513
| New | +$5.09M | 0.68% | 45 |
|
|
2016
Q1 | – | Sell |
-2,767
| Closed | -$216K | – | 150 |
|
|
2015
Q4 | $216K | Hold |
2,767
| – | – | 0.07% | 138 |
|
|
2015
Q3 | $205K | Buy |
+2,767
| New | +$205K | 0.07% | 144 |
|