HWMG
Hurlow Wealth Management Group’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 | $281K | Hold |
1,295
| – | – | 0.08% | 102 |
|
|
2025
Q1 | $256K | Hold |
1,295
| – | – | 0.08% | 105 |
|
|
2024
Q4 | $291K | Hold |
1,295
| – | – | 0.09% | 92 |
|
|
2024
Q3 | $259K | Buy |
1,295
+55
| +4% | +$11K | 0.08% | 105 |
|
|
2024
Q2 | $226K | Hold |
1,240
| – | – | 0.08% | 107 |
|
|
2024
Q1 | $228K | Hold |
1,240
| – | – | 0.08% | 109 |
|
|
2023
Q4 | $222K | Buy |
+1,240
| New | +$222K | 0.08% | 103 |
|
|
2023
Q3 | – | Sell |
-1,240
| Closed | -$211K | – | 112 |
|
|
2023
Q2 | $211K | Buy |
+1,240
| New | +$211K | 0.09% | 104 |
|
|
2022
Q2 | – | Sell |
-1,240
| Closed | -$229K | – | 101 |
|
|
2022
Q1 | $229K | Hold |
1,240
| – | – | 0.14% | 86 |
|
|
2021
Q4 | $201K | Hold |
1,240
| – | – | 0.16% | 87 |
|
|
2021
Q3 | $223K | Hold |
1,240
| – | – | 0.13% | 88 |
|
|
2021
Q2 | $221K | Hold |
1,240
| – | – | 0.15% | 87 |
|
|
2021
Q1 | $208K | Buy |
+1,240
| New | +$208K | 0.15% | 93 |
|