JNBA Financial Advisors’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 | $444K | Hold |
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|
2025
Q2 | $402K | Sell |
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|
2025
Q1 | $369K | Buy |
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|
2024
Q4 | $417K | Hold |
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|
2024
Q3 | $373K | Sell |
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|
2024
Q2 | $345K | Hold |
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|
2024
Q1 | $348K | Hold |
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|
2023
Q4 | $338K | Sell |
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|
2023
Q3 | $326K | Hold |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $298K | Hold |
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|
2022
Q4 | $258K | Hold |
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|
2022
Q3 | $284K | Hold |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | $349K | Sell |
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|
2021
Q4 | $412K | Hold |
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|
2021
Q3 | $361K | Sell |
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|
2021
Q2 | $372K | Hold |
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|
2021
Q1 | $350K | Hold |
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|
2020
Q4 | $335K | Hold |
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|
2020
Q3 | $306K | Hold |
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|
2020
Q2 | $266K | Hold |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $281K | Sell |
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|
2019
Q3 | $272K | Buy |
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|
2019
Q2 | $267K | Hold |
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|
2019
Q1 | $255K | Sell |
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|
2018
Q4 | $255K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $321K | Hold |
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|
2018
Q1 | $298K | Hold |
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|
2017
Q4 | $290K | Sell |
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|
2017
Q3 | $274K | Sell |
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|
2017
Q2 | $295K | Hold |
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|
2017
Q1 | $289K | Sell |
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|
2016
Q4 | $366K | Sell |
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|
2016
Q3 | $396K | Sell |
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|
2016
Q2 | $396K | Buy |
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|
2016
Q1 | $382K | Buy |
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|
2015
Q4 | $280K | Hold |
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|
2015
Q3 | $266K | Buy |
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|
2015
Q2 | $264K | Buy |
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|
2015
Q1 | $185K | Hold |
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|
2014
Q4 | $177K | Hold |
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|
2014
Q3 | $163K | Sell |
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|
2014
Q2 | $185K | Sell |
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|
2014
Q1 | $331K | Sell |
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|
2013
Q4 | $369K | Sell |
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|
2013
Q3 | $340K | Hold |
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|
2013
Q2 | $316K | Buy |
|