Kingsview Wealth 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 | $18.8M | Buy |
86,546
+11,574
| +15% | +$2.52M | 0.32% | 54 |
|
|
2025
Q1 | $14.8M | Buy |
74,972
+599
| +0.8% | +$118K | 0.28% | 60 |
|
|
2024
Q4 | $16.7M | Buy |
74,373
+64,872
| +683% | +$14.6M | 0.33% | 56 |
|
|
2024
Q3 | $1.9M | Sell |
9,501
-64,232
| -87% | -$12.9M | 0.04% | 384 |
|
|
2024
Q2 | $13.4M | Buy |
73,733
+2,515
| +4% | +$459K | 0.32% | 63 |
|
|
2024
Q1 | $13.1M | Sell |
71,218
-52,166
| -42% | -$9.59M | 0.33% | 64 |
|
|
2023
Q4 | $22.1M | Sell |
123,384
-1,088
| -0.9% | -$195K | 0.66% | 28 |
|
|
2023
Q3 | $20M | Buy |
124,472
+117,936
| +1,804% | +$19M | 0.72% | 22 |
|
|
2023
Q2 | $1.11M | Sell |
6,536
-1,301
| -17% | -$221K | 0.04% | 377 |
|
|
2023
Q1 | $1.17M | Sell |
7,837
-192,889
| -96% | -$28.8M | 0.05% | 353 |
|
|
2022
Q4 | $25.9M | Buy |
200,726
+97,135
| +94% | +$12.5M | 1.13% | 13 |
|
|
2022
Q3 | $14.8M | Buy |
103,591
+95,769
| +1,224% | +$13.6M | 0.7% | 23 |
|
|
2022
Q2 | $1.08M | Sell |
7,822
-51,437
| -87% | -$7.07M | 0.05% | 344 |
|
|
2022
Q1 | $11M | Sell |
59,259
-13,190
| -18% | -$2.44M | 0.48% | 42 |
|
|
2021
Q4 | $14.8M | Buy |
72,449
+45,510
| +169% | +$9.3M | 0.62% | 32 |
|
|
2021
Q3 | $4.84M | Sell |
26,939
-2,345
| -8% | -$421K | 0.23% | 98 |
|
|
2021
Q2 | $5.26M | Sell |
29,284
-21,661
| -43% | -$3.89M | 0.26% | 79 |
|
|
2021
Q1 | $8.63M | Buy |
50,945
+44,241
| +660% | +$7.5M | 0.49% | 37 |
|
|
2020
Q4 | $1.08M | Buy |
6,704
+621
| +10% | +$99.9K | 0.08% | 257 |
|
|
2020
Q3 | $894K | Buy |
6,083
+401
| +7% | +$58.9K | 0.08% | 246 |
|
|
2020
Q2 | $726K | Sell |
5,682
-223
| -4% | -$28.5K | 0.07% | 258 |
|
|
2020
Q1 | $579K | Buy |
5,905
+145
| +3% | +$14.2K | 0.08% | 246 |
|
|
2019
Q4 | $722K | Sell |
5,760
-90
| -2% | -$11.3K | 0.09% | 231 |
|
|
2019
Q3 | $706K | Buy |
5,850
+511
| +10% | +$61.7K | 0.11% | 200 |
|
|
2019
Q2 | $636K | Buy |
5,339
+75
| +1% | +$8.93K | 0.11% | 206 |
|
|
2019
Q1 | $599K | Buy |
5,264
+350
| +7% | +$39.8K | 0.09% | 238 |
|
|
2018
Q4 | $487K | Buy |
4,914
+113
| +2% | +$11.2K | 0.11% | 222 |
|
|
2018
Q3 | $563K | Hold |
4,801
| – | – | 0.11% | 212 |
|
|
2018
Q2 | $525K | Sell |
4,801
-361
| -7% | -$39.5K | 0.13% | 189 |
|
|
2018
Q1 | $523K | Sell |
5,162
-788
| -13% | -$79.8K | 0.13% | 196 |
|
|
2017
Q4 | $587K | Buy |
5,950
+601
| +11% | +$59.3K | 0.21% | 151 |
|
|
2017
Q3 | $482K | Buy |
5,349
+181
| +4% | +$16.3K | 0.21% | 144 |
|
|
2017
Q2 | $463K | Buy |
5,168
+495
| +11% | +$44.3K | 0.24% | 132 |
|
|
2017
Q1 | $411K | Buy |
+4,673
| New | +$411K | 0.24% | 132 |
|