MWAM
Manhattan West Asset Management’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 | $305K | Sell |
1,403
-879
| -39% | -$191K | 0.07% | 116 |
|
|
2025
Q1 | $451K | Sell |
2,282
-458
| -17% | -$90.4K | 0.12% | 104 |
|
|
2024
Q4 | $615K | Buy |
+2,740
| New | +$615K | 0.17% | 89 |
|
|
2023
Q4 | – | Sell |
-1,334
| Closed | -$203K | – | 143 |
|
|
2023
Q3 | $203K | Buy |
+1,334
| New | +$203K | 0.06% | 132 |
|
|
2023
Q1 | – | Sell |
-1,738
| Closed | -$224K | – | 134 |
|
|
2022
Q4 | $224K | Buy |
+1,738
| New | +$224K | 0.11% | 103 |
|