Insigneo Advisory Services’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 | $545K | Buy |
2,509
+227
| +10% | +$49.3K | 0.05% | 319 |
|
|
2025
Q1 | $451K | Sell |
2,282
-60
| -3% | -$11.8K | 0.05% | 332 |
|
|
2024
Q4 | $525K | Sell |
2,342
-23
| -1% | -$5.16K | 0.05% | 284 |
|
|
2024
Q3 | $474K | Sell |
2,365
-20
| -0.8% | -$4.01K | 0.05% | 326 |
|
|
2024
Q2 | $408K | Sell |
2,385
-292
| -11% | -$50K | 0.05% | 334 |
|
|
2024
Q1 | $492K | Hold |
2,677
| – | – | 0.06% | 269 |
|
|
2023
Q4 | $479K | Buy |
2,677
+303
| +13% | +$54.2K | 0.07% | 249 |
|
|
2023
Q3 | $382K | Buy |
+2,374
| New | +$382K | 0.08% | 235 |
|