LBMC Investment Advisors’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 | $297K | Hold |
1,366
| – | – | 0.02% | 173 |
|
|
2025
Q1 | $270K | Hold |
1,366
| – | – | 0.02% | 170 |
|
|
2024
Q4 | $306K | Hold |
1,366
| – | – | 0.02% | 160 |
|
|
2024
Q3 | $274K | Hold |
1,366
| – | – | 0.02% | 162 |
|
|
2024
Q2 | $249K | Hold |
1,366
| – | – | 0.02% | 159 |
|
|
2024
Q1 | $251K | Hold |
1,366
| – | – | 0.02% | 154 |
|
|
2023
Q4 | $244K | Sell |
1,366
-75
| -5% | -$13.4K | 0.02% | 140 |
|
|
2023
Q3 | $227K | Hold |
1,441
| – | – | 0.02% | 137 |
|
|
2023
Q2 | $245K | Buy |
1,441
+6
| +0.4% | +$1.02K | 0.02% | 139 |
|
|
2023
Q1 | $215K | Buy |
+1,435
| New | +$215K | 0.02% | 155 |
|
|
2022
Q2 | – | Sell |
-1,250
| Closed | -$231K | – | 170 |
|
|
2022
Q1 | $231K | Hold |
1,250
| – | – | 0.02% | 147 |
|
|
2021
Q4 | $256K | Sell |
1,250
-5,397
| -81% | -$1.11M | 0.02% | 147 |
|
|
2021
Q3 | $224 | Buy |
6,647
+5,397
| +432% | +$182 | 0.02% | 153 |
|
|
2021
Q2 | $223K | Hold |
1,250
| – | – | 0.02% | 155 |
|
|
2021
Q1 | $210K | Hold |
1,250
| – | – | 0.02% | 130 |
|
|
2020
Q4 | $201K | Buy |
+1,250
| New | +$201K | 0.02% | 129 |
|