Kathmere Capital Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $522K | Sell |
2,404
-30
| -1% | -$6.52K | 0.04% | 267 |
|
2025
Q1 | $481K | Hold |
2,434
| – | – | 0.04% | 250 |
|
2024
Q4 | $546K | Buy |
2,434
+274
| +13% | +$61.5K | 0.05% | 204 |
|
2024
Q3 | $433K | Buy |
2,160
+88
| +4% | +$17.6K | 0.04% | 223 |
|
2024
Q2 | $378K | Hold |
2,072
| – | – | 0.04% | 216 |
|
2024
Q1 | $381K | Buy |
+2,072
| New | +$381K | 0.04% | 195 |
|
2021
Q1 | – | Sell |
-748
| Closed | -$120K | – | 417 |
|
2020
Q4 | $120K | Sell |
748
-2
| -0.3% | -$321 | 0.03% | 179 |
|
2020
Q3 | $110K | Buy |
+750
| New | +$110K | 0.03% | 168 |
|