Mattern Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $397K | Hold |
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|
2025
Q2 | $360K | Sell |
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|
2025
Q1 | $456K | Hold |
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|
2024
Q4 | $518K | Hold |
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|
2024
Q3 | $463K | Hold |
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|
2024
Q2 | $421K | Hold |
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|
2024
Q1 | $425K | Sell |
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|
2023
Q4 | $458K | Buy |
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|
2023
Q3 | $412K | Sell |
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|
2023
Q2 | $505K | Sell |
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|
2023
Q1 | $574K | Hold |
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|
2022
Q4 | $496K | Buy |
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|
2022
Q3 | $546K | Sell |
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|
2022
Q2 | $542K | Sell |
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|
2022
Q1 | $896K | Hold |
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|
2021
Q4 | $990K | Sell |
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|
2021
Q3 | $893K | Sell |
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|
2021
Q2 | $887K | Sell |
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|
2021
Q1 | $850K | Sell |
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|
2020
Q4 | $825K | Sell |
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|
2020
Q3 | $784K | Buy |
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|
2020
Q2 | $650K | Sell |
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|
2020
Q1 | $630K | Sell |
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|
2019
Q4 | $1.07M | Buy |
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