Jones Financial Companies’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
Q2 | $11.9M | Buy |
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|
2025
Q1 | $7.97M | Buy |
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|
2024
Q4 | $6.1M | Buy |
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|
2024
Q3 | $3.94M | Buy |
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|
2024
Q2 | $2.84M | Buy |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $934K | Sell |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.62M | Buy |
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|
2022
Q3 | $223K | Buy |
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|
2022
Q2 | $95K | Buy |
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|
2022
Q1 | $102K | Sell |
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|
2021
Q4 | $114K | Hold |
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|
2021
Q3 | $100K | Hold |
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|
2021
Q2 | $99K | Sell |
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|
2021
Q1 | $97K | Buy |
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|
2020
Q4 | $52K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $241K | Buy |
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|
2019
Q2 | $226K | Hold |
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|
2019
Q1 | $216K | Sell |
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|
2018
Q4 | $297K | Sell |
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|
2018
Q3 | $392K | Buy |
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|
2018
Q2 | $314K | Sell |
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|
2018
Q1 | $295K | Sell |
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|
2017
Q4 | $782K | Buy |
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|
2017
Q3 | $201K | Sell |
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|
2017
Q2 | $410K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $298K | Sell |
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|
2016
Q3 | $549K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $301K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $509K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $229K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $12K | Sell |
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|
2013
Q2 | $45K | Buy |
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