Luts & Greenleigh 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
$311K Hold
1,431
0.3% 59
2025
Q1
$283K Hold
1,431
0.28% 59
2024
Q4
$321K Hold
1,431
0.32% 56
2024
Q3
$287K Hold
1,431
0.28% 62
2024
Q2
$261K Buy
+1,431
New +$261K 0.27% 60
2023
Q4
$384K Hold
2,146
0.48% 42
2023
Q3
$345K Hold
2,146
0.43% 44
2023
Q2
$364K Hold
2,146
0.45% 43
2023
Q1
$321K Hold
2,146
0.41% 43
2022
Q4
$277K Buy
+2,146
New +$277K 0.35% 47