Keebeck Wealth Management’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
$6.45M Sell
2025
Q1
$6.04M Sell
2024
Q4
$7.4M Sell
2024
Q3
$6.68M Sell
2024
Q2
$6.36M Sell
2024
Q1
$6.49M Sell
2023
Q4
$6.45M Sell
2023
Q3
$5.86M Sell
2023
Q2
$12.6M Sell
2023
Q1
$11.2M Sell
2022
Q4
$9.66M Sell
2022
Q3
$10.9M Sell
2022
Q2
$10.8M Sell
2022
Q1
$15.5M Sell
2021
Q4
$17.4M Sell
2021
Q3
$15.7M Sell
2021
Q2
$15.9M Buy
2021
Q1
$14.4M Sell
2020
Q4
$14.6M Sell
2020
Q3
$13.5M Buy
2020
Q2
$11.7M Sell
2020
Q1
$9.84M Sell
2019
Q4
$13.2M Buy