Key Client Fiduciary 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 | $254K | Sell |
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|
2025
Q2 | $236K | Sell |
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|
2025
Q1 | $215K | Buy |
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|
2024
Q4 | $243K | Sell |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $230K | Buy |
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|
2024
Q1 | $226K | Sell |
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|
2023
Q4 | $250K | Buy |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $343K | Buy |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q3 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $374K | Buy |
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