IFP 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 | $1.5M | Sell |
6,890
-1,045
| -13% | -$227K | 0.04% | 438 |
|
|
2025
Q1 | $1.57M | Buy |
7,935
+759
| +11% | +$150K | 0.05% | 421 |
|
|
2024
Q4 | $1.61M | Buy |
7,176
+1,071
| +18% | +$240K | 0.05% | 386 |
|
|
2024
Q3 | $1.22M | Buy |
6,105
+245
| +4% | +$49.1K | 0.04% | 426 |
|
|
2024
Q2 | $1.07M | Buy |
5,860
+766
| +15% | +$140K | 0.04% | 425 |
|
|
2024
Q1 | $937K | Sell |
5,094
-275
| -5% | -$50.6K | 0.04% | 427 |
|
|
2023
Q4 | $960K | Buy |
5,369
+87
| +2% | +$15.6K | 0.05% | 392 |
|
|
2023
Q3 | $850K | Buy |
5,282
+868
| +20% | +$140K | 0.04% | 435 |
|
|
2023
Q2 | $749K | Sell |
4,414
-1,307
| -23% | -$222K | 0.03% | 520 |
|
|
2023
Q1 | $451K | Sell |
5,721
-3,194
| -36% | -$252K | 0.02% | 640 |
|
|
2022
Q4 | $727K | Sell |
8,915
-15,783
| -64% | -$1.29M | 0.02% | 742 |
|
|
2022
Q3 | $2.01M | Buy |
24,698
+318
| +1% | +$25.8K | 0.05% | 397 |
|
|
2022
Q2 | $1.97M | Hold |
24,380
| – | – | 0.06% | 349 |
|
|
2022
Q1 | $1.97M | Buy |
24,380
+19,033
| +356% | +$1.53M | 0.06% | 349 |
|
|
2021
Q4 | $1.09M | Buy |
5,347
+390
| +8% | +$79.4K | 0.02% | 387 |
|
|
2021
Q3 | $890K | Buy |
4,957
+288
| +6% | +$51.7K | 0.02% | 414 |
|
|
2021
Q2 | $834K | Sell |
4,669
-5,449
| -54% | -$973K | 0.02% | 413 |
|
|
2021
Q1 | $1.71M | Buy |
10,118
+133
| +1% | +$22.5K | 0.03% | 258 |
|
|
2020
Q4 | $1.61M | Buy |
9,985
+5,003
| +100% | +$805K | 0.07% | 244 |
|
|
2020
Q3 | $733K | Sell |
4,982
-493
| -9% | -$72.5K | 0.04% | 349 |
|
|
2020
Q2 | $690K | Buy |
5,475
+349
| +7% | +$44K | 0.05% | 348 |
|
|
2020
Q1 | $518K | Sell |
5,126
-12,928
| -72% | -$1.31M | 0.05% | 348 |
|
|
2019
Q4 | $2.28M | Buy |
18,054
+8,332
| +86% | +$1.05M | 0.17% | 138 |
|
|
2019
Q3 | $1.17M | Buy |
+9,722
| New | +$1.17M | 0.08% | 268 |
|
|
2019
Q1 | $540K | Sell |
4,724
-11,364
| -71% | -$1.3M | 0.07% | 272 |
|
|
2018
Q4 | $1.58M | Sell |
16,088
-13,022
| -45% | -$1.28M | 0.1% | 230 |
|
|
2018
Q3 | $3.41M | Sell |
29,110
-9,073
| -24% | -$1.06M | 0.14% | 171 |
|
|
2018
Q2 | $4.17M | Buy |
38,183
+6,037
| +19% | +$660K | 0.18% | 130 |
|
|
2018
Q1 | $3.17M | Hold |
32,146
| – | – | 0.14% | 165 |
|
|
2017
Q4 | $3.17M | Sell |
32,146
-463
| -1% | -$45.7K | 0.14% | 164 |
|
|
2017
Q3 | $2.94M | Sell |
32,609
-8,277
| -20% | -$745K | 0.12% | 191 |
|
|
2017
Q2 | $3.67M | Buy |
40,886
+12,299
| +43% | +$1.1M | 0.16% | 146 |
|
|
2017
Q1 | $2.51M | Buy |
28,587
+2,529
| +10% | +$222K | 0.11% | 206 |
|
|
2016
Q4 | $2.12M | Buy |
26,058
+16,740
| +180% | +$1.36M | 0.1% | 212 |
|
|
2016
Q3 | $746K | Buy |
9,318
+338
| +4% | +$27.1K | 0.04% | 442 |
|
|
2016
Q2 | $701K | Buy |
8,980
+4,256
| +90% | +$332K | 0.04% | 445 |
|
|
2016
Q1 | $540K | Sell |
4,724
-24,390
| -84% | -$2.79M | 0.07% | 272 |
|
|
2015
Q4 | $2.28M | Buy |
+29,114
| New | +$2.28M | 0.15% | 145 |
|