Integrated Wealth Concepts’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 | $6.08M | Buy |
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|
2025
Q2 | $3.72M | Sell |
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|
2025
Q1 | $6.21M | Sell |
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|
2024
Q4 | $8.26M | Buy |
|
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|
2024
Q3 | $3.97M | Sell |
|
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|
2024
Q2 | $3.62M | Buy |
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|
2024
Q1 | $3.48M | Buy |
|
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|
2023
Q4 | $2.28M | Sell |
|
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|
2023
Q3 | $3.36M | Buy |
|
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|
2023
Q2 | $2.09M | Buy |
|
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|
2023
Q1 | $1.48M | Buy |
|
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|
2022
Q4 | $1.07M | Sell |
|
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|
2022
Q3 | $3.25M | Buy |
|
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|
2022
Q2 | $1.28M | Sell |
|
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|
2022
Q1 | $2.56M | Sell |
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|
2021
Q4 | $44.9M | Buy |
|
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|
2021
Q3 | $2.01M | Buy |
|
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|
2021
Q2 | $1.44M | Buy |
|
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.67M | Buy |
|
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|
2020
Q3 | $1.28M | Buy |
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|
2020
Q2 | $555K | Buy |
|
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|
2020
Q1 | $353K | Sell |
|
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|
2019
Q4 | $526K | Buy |
|
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|
2019
Q3 | $337K | Buy |
|
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|
2019
Q2 | $259K | Buy |
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|
2019
Q1 | $213K | Buy |
|