Lake Street Private Wealth’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
Q2 | $439K | Buy |
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|
2025
Q1 | $399K | Sell |
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|
2024
Q4 | $462K | Sell |
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|
2024
Q3 | $427K | Sell |
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|
2024
Q2 | $544K | Sell |
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|
2024
Q1 | $569K | Buy |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $505K | Sell |
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|
2023
Q2 | $540K | Buy |
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|
2023
Q1 | $450K | Buy |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $472K | Sell |
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|
2022
Q2 | $482K | Sell |
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|
2022
Q1 | $650K | Buy |
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|
2021
Q4 | $713K | Buy |
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|
2021
Q3 | $391K | Buy |
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|
2021
Q2 | $391K | Sell |
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|
2021
Q1 | $374K | Buy |
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|
2020
Q4 | $351K | Buy |
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