Independent Advisor Alliance’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 | $253K | Sell |
1,166
-1,113
| -49% | -$242K | 0.01% | 769 |
|
|
2025
Q1 | $450K | Sell |
2,279
-86,790
| -97% | -$17.1M | 0.01% | 551 |
|
|
2024
Q4 | $20M | Buy |
+89,069
| New | +$20M | 0.26% | 81 |
|
|
2020
Q1 | – | Sell |
-11,578
| Closed | -$1.45M | – | 867 |
|
|
2019
Q4 | $1.45M | Buy |
11,578
+9,194
| +386% | +$1.15M | 0.06% | 294 |
|
|
2019
Q3 | $289K | Buy |
+2,384
| New | +$289K | 0.04% | 343 |
|
|
2019
Q2 | – | Sell |
-2,305
| Closed | -$262K | – | 474 |
|
|
2019
Q1 | $262K | Sell |
2,305
-1,161
| -33% | -$132K | 0.04% | 344 |
|
|
2018
Q4 | $373K | Buy |
+3,466
| New | +$373K | 0.07% | 246 |
|