KCFA
Key Client Fiduciary Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
1,084
-6
| -0.6% | -$1.3K | 0.1% | 172 |
|
|
2025
Q1 | $215K | Buy |
1,090
+5
| +0.5% | +$988 | 0.1% | 173 |
|
|
2024
Q4 | $243K | Sell |
1,085
-128
| -11% | -$28.7K | 0.11% | 164 |
|
|
2024
Q3 | $243K | Sell |
1,213
-49
| -4% | -$9.82K | 0.11% | 170 |
|
|
2024
Q2 | $230K | Buy |
1,262
+35
| +3% | +$6.39K | 0.11% | 161 |
|
|
2024
Q1 | $226K | Sell |
1,227
-171
| -12% | -$31.4K | 0.12% | 158 |
|
|
2023
Q4 | $250K | Buy |
1,398
+20
| +1% | +$3.58K | 0.15% | 148 |
|
|
2023
Q3 | $222K | Sell |
1,378
-277
| -17% | -$44.6K | 0.14% | 150 |
|
|
2023
Q2 | $281K | Sell |
1,655
-635
| -28% | -$108K | 0.16% | 133 |
|
|
2023
Q1 | $343K | Buy |
2,290
+621
| +37% | +$92.9K | 0.21% | 107 |
|
|
2022
Q4 | $216K | Buy |
1,669
+229
| +16% | +$29.6K | 0.15% | 142 |
|
|
2022
Q3 | $205K | Buy |
+1,440
| New | +$205K | 0.19% | 96 |
|
|
2022
Q2 | – | Sell |
-1,859
| Closed | -$344K | – | 124 |
|
|
2022
Q1 | $344K | Buy |
1,859
+32
| +2% | +$5.92K | 0.27% | 83 |
|
|
2021
Q4 | $374K | Buy |
+1,827
| New | +$374K | 0.31% | 78 |
|