Mendel Capital 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 | $965K | Sell |
4,442
-432
| -9% | -$93.9K | 0.55% | 46 |
|
|
2025
Q1 | $962K | Buy |
4,874
+83
| +2% | +$16.4K | 0.58% | 47 |
|
|
2024
Q4 | $1.07M | Buy |
4,791
+757
| +19% | +$170K | 0.65% | 40 |
|
|
2024
Q3 | $808K | Buy |
4,034
+928
| +30% | +$186K | 0.5% | 49 |
|
|
2024
Q2 | $567K | Buy |
3,106
+224
| +8% | +$40.9K | 0.37% | 58 |
|
|
2024
Q1 | $530K | Buy |
2,882
+137
| +5% | +$25.2K | 0.35% | 59 |
|
|
2023
Q4 | $491K | Buy |
2,745
+400
| +17% | +$71.5K | 0.35% | 58 |
|
|
2023
Q3 | $377K | Buy |
2,345
+884
| +61% | +$142K | 0.31% | 63 |
|
|
2023
Q2 | $248K | Buy |
+1,461
| New | +$248K | 0.2% | 78 |
|