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Lynch & Associates’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$616K Buy
2,834
+23
+0.8% +$5K 0.12% 93
2025
Q1
$555K Sell
2,811
-150
-5% -$29.6K 0.12% 91
2024
Q4
$664K Hold
2,961
0.14% 80
2024
Q3
$593K Sell
2,961
-20
-0.7% -$4.01K 0.13% 86
2024
Q2
$544K Hold
2,981
0.12% 83
2024
Q1
$548K Sell
2,981
-34
-1% -$6.25K 0.13% 83
2023
Q4
$539K Hold
3,015
0.13% 82
2023
Q3
$485K Hold
3,015
0.13% 84
2023
Q2
$512K Sell
3,015
-28
-0.9% -$4.76K 0.13% 79
2023
Q1
$455K Buy
3,043
+398
+15% +$59.5K 0.12% 82
2022
Q4
$342K Sell
2,645
-70
-3% -$9.04K 0.09% 89
2022
Q3
$387K Buy
2,715
+70
+3% +$9.98K 0.11% 85
2022
Q2
$364K Hold
2,645
0.1% 84
2022
Q1
$489K Sell
2,645
-15
-0.6% -$2.77K 0.12% 82
2021
Q4
$544K Hold
2,660
0.13% 83
2021
Q3
$477K Sell
2,660
-15
-0.6% -$2.69K 0.12% 86
2021
Q2
$478K Sell
2,675
-25
-0.9% -$4.47K 0.12% 84
2021
Q1
$454K Hold
2,700
0.12% 87
2020
Q4
$434K Hold
2,700
0.12% 87
2020
Q3
$397K Hold
2,700
0.12% 80
2020
Q2
$345K Hold
2,700
0.11% 85
2020
Q1
$265K Hold
2,700
0.1% 86
2019
Q4
$339K Hold
2,700
0.1% 86
2019
Q3
$326K Hold
2,700
0.1% 85
2019
Q2
$322K Hold
2,700
0.1% 85
2019
Q1
$307K Sell
2,700
-100
-4% -$11.4K 0.1% 82
2018
Q4
$277K Hold
2,800
0.1% 81
2018
Q3
$328K Hold
2,800
0.11% 81
2018
Q2
$306K Sell
2,800
-110
-4% -$12K 0.11% 84
2018
Q1
$295K Buy
2,910
+110
+4% +$11.2K 0.11% 86
2017
Q4
$276K Hold
2,800
0.1% 85
2017
Q3
$252K Hold
2,800
0.1% 88
2017
Q2
$251K Hold
2,800
0.1% 91
2017
Q1
$246K Hold
2,800
0.1% 90
2016
Q4
$228K Hold
2,800
0.1% 95
2016
Q3
$224K Hold
2,800
0.1% 96
2016
Q2
$219K Hold
2,800
0.1% 100
2016
Q1
$221K Sell
2,800
-422
-13% -$33.3K 0.11% 101
2015
Q4
$252K Hold
3,222
0.13% 95
2015
Q3
$239K Hold
3,222
0.13% 94
2015
Q2
$246K Hold
3,222
0.13% 96
2015
Q1
$243K Sell
3,222
-2,152
-40% -$162K 0.13% 93
2014
Q4
$388K Sell
5,374
-420
-7% -$30.3K 0.21% 76
2014
Q3
$386K Hold
5,794
0.22% 76
2014
Q2
$387K Buy
5,794
+488
+9% +$32.6K 0.22% 74
2014
Q1
$343K Hold
5,306
0.2% 79
2013
Q4
$355K Buy
5,306
+156
+3% +$10.4K 0.21% 77
2013
Q3
$312K Buy
5,150
+675
+15% +$40.9K 0.21% 80
2013
Q2
$252K Buy
+4,475
New +$252K 0.17% 88