Marion Wealth Management’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 | $2.81M | Buy |
12,919
+241
| +2% | +$52.4K | 0.7% | 35 |
|
|
2025
Q1 | $2.5M | Sell |
12,678
-1,067
| -8% | -$211K | 0.67% | 41 |
|
|
2024
Q4 | $3.08M | Buy |
13,745
+71
| +0.5% | +$15.9K | 0.82% | 34 |
|
|
2024
Q3 | $2.74M | Buy |
13,674
+429
| +3% | +$86K | 0.73% | 38 |
|
|
2024
Q2 | $2.42M | Buy |
13,245
+137
| +1% | +$25K | 0.71% | 38 |
|
|
2024
Q1 | $2.41M | Sell |
13,108
-56
| -0.4% | -$10.3K | 0.72% | 38 |
|
|
2023
Q4 | $2.35M | Buy |
13,164
+154
| +1% | +$27.5K | 0.75% | 36 |
|
|
2023
Q3 | $2.09M | Buy |
13,010
+144
| +1% | +$23.2K | 0.74% | 33 |
|
|
2023
Q2 | $2.18M | Buy |
12,866
+126
| +1% | +$21.4K | 0.78% | 31 |
|
|
2023
Q1 | $1.91M | Buy |
12,740
+709
| +6% | +$106K | 0.71% | 36 |
|
|
2022
Q4 | $1.55M | Buy |
12,031
+2,029
| +20% | +$262K | 0.66% | 36 |
|
|
2022
Q3 | $1.43M | Buy |
10,002
+800
| +9% | +$114K | 0.73% | 30 |
|
|
2022
Q2 | $1.27M | Buy |
9,202
+1,308
| +17% | +$180K | 0.66% | 37 |
|
|
2022
Q1 | $1.46M | Buy |
7,894
+1,126
| +17% | +$208K | 0.71% | 32 |
|
|
2021
Q4 | $1.38M | Buy |
+6,768
| New | +$1.38M | 0.66% | 36 |
|