Kingsview Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.9M | Buy |
146,038
+135,474
| +1,282% | +$15.8M | 0.22% | 87 |
|
|
2025
Q4 | $1.26M | Sell |
10,564
-296
| -3% | -$35.1K | 0.02% | 576 |
|
|
2025
Q3 | $1.3M | Sell |
10,860
-162,232
| -94% | -$18.6M | 0.02% | 545 |
|
|
2025
Q2 | $18.8M | Buy |
173,092
+23,148
| +15% | +$2.37M | 0.32% | 54 |
|
|
2025
Q1 | $14.8M | Buy |
149,944
+1,198
| +0.8% | +$130K | 0.28% | 60 |
|
|
2024
Q4 | $16.7M | Buy |
148,746
+129,744
| +683% | +$13.9M | 0.33% | 56 |
|
|
2024
Q3 | $1.9M | Sell |
19,002
-128,464
| -87% | -$12M | 0.04% | 384 |
|
|
2024
Q2 | $13.4M | Buy |
147,466
+5,030
| +4% | +$447K | 0.32% | 63 |
|
|
2024
Q1 | $13.1M | Sell |
142,436
-104,332
| -42% | -$9.29M | 0.33% | 64 |
|
|
2023
Q4 | $22.1M | Sell |
246,768
-2,176
| -0.9% | -$180K | 0.66% | 28 |
|
|
2023
Q3 | $20M | Buy |
248,944
+235,872
| +1,804% | +$19.9M | 0.72% | 22 |
|
|
2023
Q2 | $1.11M | Sell |
13,072
-2,602
| -17% | -$199K | 0.04% | 377 |
|
|
2023
Q1 | $1.17M | Sell |
15,674
-385,778
| -96% | -$27.7M | 0.05% | 353 |
|
|
2022
Q4 | $25.9M | Buy |
401,452
+194,270
| +94% | +$13.5M | 1.13% | 13 |
|
|
2022
Q3 | $14.8M | Buy |
207,182
+191,538
| +1,224% | +$15M | 0.7% | 23 |
|
|
2022
Q2 | $1.07M | Sell |
15,644
-102,874
| -87% | -$8.11M | 0.05% | 344 |
|
|
2022
Q1 | $11M | Sell |
118,518
-26,380
| -18% | -$2.42M | 0.48% | 42 |
|
|
2021
Q4 | $14.8M | Buy |
144,898
+91,020
| +169% | +$9.07M | 0.62% | 32 |
|
|
2021
Q3 | $4.83M | Sell |
53,878
-4,690
| -8% | -$426K | 0.23% | 98 |
|
|
2021
Q2 | $5.26M | Sell |
58,568
-43,322
| -43% | -$3.77M | 0.26% | 79 |
|
|
2021
Q1 | $8.63M | Buy |
101,890
+88,482
| +660% | +$7.36M | 0.49% | 37 |
|
|
2020
Q4 | $1.08M | Buy |
13,408
+1,242
| +10% | +$95.8K | 0.08% | 257 |
|
|
2020
Q3 | $894K | Buy |
12,166
+802
| +7% | +$56.8K | 0.08% | 246 |
|
|
2020
Q2 | $726K | Sell |
11,364
-446
| -4% | -$26.3K | 0.07% | 258 |
|
|
2020
Q1 | $579K | Buy |
11,810
+290
| +3% | +$17.1K | 0.08% | 246 |
|
|
2019
Q4 | $722K | Sell |
11,520
-180
| -2% | -$11K | 0.09% | 231 |
|
|
2019
Q3 | $706K | Buy |
11,700
+1,022
| +10% | +$61.6K | 0.11% | 200 |
|
|
2019
Q2 | $636K | Buy |
10,678
+150
| +1% | +$8.78K | 0.11% | 206 |
|
|
2019
Q1 | $599K | Buy |
10,528
+700
| +7% | +$38K | 0.09% | 238 |
|
|
2018
Q4 | $487K | Buy |
9,828
+226
| +2% | +$11.9K | 0.11% | 222 |
|
|
2018
Q3 | $563K | Hold |
9,602
| – | – | 0.11% | 212 |
|
|
2018
Q2 | $525K | Sell |
9,602
-722
| -7% | -$38.2K | 0.13% | 189 |
|
|
2018
Q1 | $523K | Sell |
10,324
-1,576
| -13% | -$82.2K | 0.13% | 196 |
|
|
2017
Q4 | $587K | Buy |
11,900
+1,202
| +11% | +$56.6K | 0.21% | 151 |
|
|
2017
Q3 | $482K | Buy |
10,698
+362
| +4% | +$16.3K | 0.21% | 144 |
|
|
2017
Q2 | $463K | Buy |
10,336
+990
| +11% | +$44.3K | 0.24% | 132 |
|
|
2017
Q1 | $411K | Buy |
+9,346
| New | +$400K | 0.24% | 132 |
|
Other funds holding XLY
