IEQ Capital’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
Q2 | $1.06M | Sell |
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|
2025
Q1 | $3.06M | Buy |
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|
2024
Q4 | $607K | Sell |
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|
2024
Q3 | $555K | Buy |
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|
2024
Q2 | $505K | Sell |
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|
2024
Q1 | $807K | Buy |
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|
2023
Q4 | $721K | Buy |
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|
2023
Q3 | $548K | Buy |
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|
2023
Q2 | $577K | Buy |
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|
2023
Q1 | $373K | Hold |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $369K | Buy |
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|
2022
Q2 | $343K | Sell |
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|
2022
Q1 | $485K | Buy |
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|
2021
Q4 | $523K | Buy |
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|
2021
Q3 | $455K | Hold |
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|
2021
Q2 | $452K | Sell |
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|
2021
Q1 | $427K | Sell |
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|
2020
Q4 | $2.12M | Buy |
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|
2020
Q3 | $367K | Hold |
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|
2020
Q2 | $319K | Buy |
|