IA
Insight Advisors’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 | $672K | Sell |
3,091
-3
| -0.1% | -$652 | 0.11% | 119 |
|
|
2025
Q1 | $611K | Buy |
3,094
+6
| +0.2% | +$1.19K | 0.11% | 123 |
|
|
2024
Q4 | $698K | Sell |
3,088
-99
| -3% | -$22.4K | 0.12% | 107 |
|
|
2024
Q3 | $639K | Buy |
3,187
+65
| +2% | +$13K | 0.11% | 130 |
|
|
2024
Q2 | $570K | Buy |
3,122
+55
| +2% | +$10K | 0.1% | 130 |
|
|
2024
Q1 | $564K | Sell |
3,067
-7
| -0.2% | -$1.29K | 0.11% | 141 |
|
|
2023
Q4 | $550K | Sell |
3,074
-147
| -5% | -$26.3K | 0.12% | 130 |
|
|
2023
Q3 | $519K | Buy |
3,221
+119
| +4% | +$19.2K | 0.12% | 131 |
|
|
2023
Q2 | $527K | Buy |
3,102
+8
| +0.3% | +$1.36K | 0.12% | 131 |
|
|
2023
Q1 | $463K | Sell |
3,094
-106
| -3% | -$15.9K | 0.11% | 164 |
|
|
2022
Q4 | $411K | Buy |
3,200
+93
| +3% | +$11.9K | 0.14% | 195 |
|
|
2022
Q3 | $443K | Sell |
3,107
-207
| -6% | -$29.5K | 0.17% | 154 |
|
|
2022
Q2 | $554K | Sell |
3,314
-578
| -15% | -$96.6K | 0.19% | 135 |
|
|
2022
Q1 | $720K | Sell |
3,892
-716
| -16% | -$132K | 0.22% | 124 |
|
|
2021
Q4 | $942K | Buy |
4,608
+616
| +15% | +$126K | 0.28% | 94 |
|
|
2021
Q3 | $838K | Buy |
3,992
+672
| +20% | +$141K | 0.25% | 108 |
|
|
2021
Q2 | $601K | Sell |
3,320
-24
| -0.7% | -$4.35K | 0.19% | 141 |
|
|
2021
Q1 | $598K | Buy |
3,344
+1,236
| +59% | +$221K | 0.19% | 141 |
|
|
2020
Q4 | $339K | Buy |
+2,108
| New | +$339K | 0.13% | 188 |
|