J.W. Burns & Co’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $653K | Sell |
|
|||||
|
2025
Q2 | $595K | Sell |
|
|||||
|
2025
Q1 | $562K | Sell |
|
|||||
|
2024
Q4 | $654K | Sell |
|
|||||
|
2024
Q3 | $597K | Sell |
|
|||||
|
2024
Q2 | $578K | Sell |
|
|||||
|
2024
Q1 | $609K | Sell |
|
|||||
|
2023
Q4 | $630K | Sell |
|
|||||
|
2023
Q3 | $575K | Buy |
|
|||||
|
2023
Q2 | $606K | Sell |
|
|||||
|
2023
Q1 | $570K | Sell |
|
|||||
|
2022
Q4 | $494K | Sell |
|
|||||
|
2022
Q3 | $565K | Buy |
|
|||||
|
2022
Q2 | $506K | Sell |
|
|||||
|
2022
Q1 | $690K | Sell |
|
|||||
|
2021
Q4 | $861K | Buy |
|
|||||
|
2021
Q3 | $755K | Buy |
|
|||||
|
2021
Q2 | $675K | Buy |
|
|||||
|
2021
Q1 | $437K | Buy |
|
|||||
|
2020
Q4 | $401K | Buy |
|
|||||
|
2020
Q3 | $358K | Sell |
|
|||||
|
2020
Q2 | $316K | Sell |
|
|||||
|
2020
Q1 | $266K | Sell |
|
|||||
|
2019
Q4 | $352K | Buy |
|
|||||
|
2019
Q3 | $297K | Buy |
|
|||||
|
2019
Q2 | $273K | Buy |
|