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 |
|