McElhenny Sheffield Capital Management’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
Q3 | $249K | Hold |
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|
2025
Q2 | $225K | Hold |
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|
2025
Q1 | $205K | Hold |
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|
2024
Q4 | $233K | Hold |
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|
2024
Q3 | $208K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $208K | Sell |
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|
2023
Q2 | $16.4M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $152K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $209K | Buy |
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