Larson Financial Group’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 | $6.87M | Buy |
31,627
+13,825
| +78% | +$3M | 0.28% | 82 |
|
|
2025
Q1 | $3.52M | Buy |
17,802
+13,081
| +277% | +$2.58M | 0.17% | 117 |
|
|
2024
Q4 | $1.06M | Buy |
4,721
+288
| +6% | +$64.6K | 0.05% | 232 |
|
|
2024
Q3 | $888K | Buy |
4,433
+178
| +4% | +$35.7K | 0.05% | 239 |
|
|
2024
Q2 | $776K | Sell |
4,255
-356
| -8% | -$64.9K | 0.05% | 217 |
|
|
2024
Q1 | $848K | Buy |
4,611
+2,369
| +106% | +$436K | 0.07% | 179 |
|
|
2023
Q4 | $401K | Buy |
2,242
+237
| +12% | +$42.4K | 0.04% | 245 |
|
|
2023
Q3 | $323K | Sell |
2,005
-145
| -7% | -$23.3K | 0.03% | 243 |
|
|
2023
Q2 | $365K | Buy |
2,150
+85
| +4% | +$14.4K | 0.04% | 229 |
|
|
2023
Q1 | $309K | Sell |
2,065
-103
| -5% | -$15.4K | 0.03% | 256 |
|
|
2022
Q4 | $280K | Sell |
2,168
-8
| -0.4% | -$1.03K | 0.03% | 256 |
|
|
2022
Q3 | $310K | Buy |
2,176
+2,160
| +13,500% | +$308K | 0.04% | 222 |
|
|
2022
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 1069 |
|
|
2021
Q4 | – | Sell |
-18
| Closed | -$3K | – | 1183 |
|
|
2021
Q3 | $3K | Buy |
18
+1
| +6% | +$167 | ﹤0.01% | 757 |
|
|
2021
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 709 |
|
|
2021
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 686 |
|
|
2020
Q4 | $3K | Sell |
17
-3
| -15% | -$529 | ﹤0.01% | 616 |
|
|
2020
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 573 |
|
|
2020
Q2 | $3K | Buy |
20
+4
| +25% | +$600 | ﹤0.01% | 540 |
|
|
2020
Q1 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 448 |
|