LBMC Investment Advisors’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
Q3 | $327K | Hold |
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|
2025
Q2 | $297K | Hold |
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|
2025
Q1 | $270K | Hold |
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|
2024
Q4 | $306K | Hold |
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|
2024
Q3 | $274K | Hold |
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|
2024
Q2 | $249K | Hold |
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|
2024
Q1 | $251K | Hold |
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|
2023
Q4 | $244K | Sell |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $245K | Buy |
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|
2023
Q1 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Hold |
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|
2021
Q4 | $256K | Sell |
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|
2021
Q3 | $224 | Buy |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $210K | Hold |
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|
2020
Q4 | $201K | Buy |
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