Marcum Wealth’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
Q1 | $816K | Sell |
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|
2024
Q4 | $934K | Sell |
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|
2024
Q3 | $895K | Buy |
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|
2024
Q2 | $781K | Sell |
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|
2024
Q1 | $798K | Sell |
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|
2023
Q4 | $777K | Sell |
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|
2023
Q3 | $725K | Sell |
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|
2023
Q2 | $780K | Sell |
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|
2023
Q1 | $800K | Buy |
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|
2022
Q4 | $656K | Sell |
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|
2022
Q3 | $730K | Sell |
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|
2022
Q2 | $787K | Buy |
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|
2022
Q1 | $991K | Sell |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $984K | Buy |
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