Institute for Wealth Management’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
Q3 | $1.18M | Sell |
|
|||||
|
2025
Q2 | $1.1M | Buy |
|
|||||
|
2025
Q1 | $968K | Sell |
|
|||||
|
2024
Q4 | $1.12M | Buy |
|
|||||
|
2024
Q3 | $985K | Buy |
|
|||||
|
2024
Q2 | $868K | Hold |
|
|||||
|
2024
Q1 | $875K | Buy |
|
|||||
|
2023
Q4 | $841K | Buy |
|
|||||
|
2023
Q3 | $747K | Sell |
|
|||||
|
2023
Q2 | $795K | Hold |
|
|||||
|
2023
Q1 | $700K | Buy |
|
|||||
|
2022
Q4 | $582K | Sell |
|
|||||
|
2022
Q3 | $706K | Sell |
|
|||||
|
2022
Q2 | $682K | Sell |
|
|||||
|
2022
Q1 | $926K | Sell |
|
|||||
|
2021
Q4 | $1.31M | Buy |
|
|||||
|
2021
Q3 | $1.12M | Sell |
|
|||||
|
2021
Q2 | $1.15M | Sell |
|
|||||
|
2021
Q1 | $1.09M | Sell |
|
|||||
|
2020
Q4 | $1.09M | Buy |
|
|||||
|
2020
Q3 | $924K | Sell |
|
|||||
|
2020
Q2 | $815K | Buy |
|
|||||
|
2020
Q1 | $591K | Sell |
|
|||||
|
2019
Q4 | $901K | Sell |
|
|||||
|
2019
Q3 | $906K | Sell |
|
|||||
|
2019
Q2 | $913K | Buy |
|
|||||
|
2019
Q1 | $563K | Sell |
|
|||||
|
2018
Q4 | $824K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $883K | Buy |
|
|||||
|
2017
Q4 | $362K | Sell |
|
|||||
|
2017
Q3 | $336K | Sell |
|
|||||
|
2017
Q2 | $884K | Buy |
|
|||||
|
2015
Q4 | $1.14M | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $1.14M | Sell |
|
|||||
|
2015
Q1 | $1.82M | Sell |
|
|||||
|
2014
Q4 | $1.77M | Buy |
|
|||||
|
2014
Q3 | $1.26M | Sell |
|
|||||
|
2014
Q2 | $1.37M | Buy |
|
|||||
|
2014
Q1 | $1.26M | Sell |
|
|||||
|
2013
Q4 | $3.28M | Sell |
|
|||||
|
2013
Q3 | $4.95M | Buy |
|
|||||
|
2013
Q2 | $3.08M | Buy |
|