KPP Advisory Services’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 | $698K | Hold |
3,214
| – | – | 0.12% | 153 |
|
2025
Q1 | $635K | Buy |
3,214
+91
| +3% | +$18K | 0.12% | 145 |
|
2024
Q4 | $701K | Hold |
3,123
| – | – | 0.17% | 116 |
|
2024
Q3 | $626K | Hold |
3,123
| – | – | 0.15% | 118 |
|
2024
Q2 | $570K | Hold |
3,123
| – | – | 0.15% | 120 |
|
2024
Q1 | $574K | Buy |
+3,123
| New | +$574K | 0.16% | 115 |
|
2023
Q4 | – | Sell |
-3,162
| Closed | -$509K | – | 226 |
|
2023
Q3 | $509K | Buy |
+3,162
| New | +$509K | 0.17% | 107 |
|