Merit Financial Group’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 | $4.43M | Sell |
20,365
-2,515
| -11% | -$547K | 0.05% | 306 |
|
|
2025
Q1 | $4.52M | Sell |
22,880
-216
| -0.9% | -$42.7K | 0.07% | 240 |
|
|
2024
Q4 | $5.18M | Buy |
23,096
+913
| +4% | +$205K | 0.09% | 178 |
|
|
2024
Q3 | $4.44M | Buy |
22,183
+863
| +4% | +$173K | 0.1% | 159 |
|
|
2024
Q2 | $3.89M | Sell |
21,320
-115
| -0.5% | -$21K | 0.09% | 174 |
|
|
2024
Q1 | $3.81M | Buy |
21,435
+13,113
| +158% | +$2.33M | 0.09% | 167 |
|
|
2023
Q4 | $1.49M | Sell |
8,322
-12,756
| -61% | -$2.28M | 0.05% | 240 |
|
|
2023
Q3 | $3.39M | Sell |
21,078
-586
| -3% | -$94.3K | 0.11% | 142 |
|
|
2023
Q2 | $3.68M | Buy |
21,664
+14,862
| +218% | +$2.52M | 0.12% | 130 |
|
|
2023
Q1 | $1.02M | Sell |
6,802
-15,095
| -69% | -$2.26M | 0.04% | 287 |
|
|
2022
Q4 | $2.83M | Buy |
21,897
+3,510
| +19% | +$453K | 0.1% | 146 |
|
|
2022
Q3 | $2.62M | Sell |
18,387
-3,625
| -16% | -$516K | 0.11% | 125 |
|
|
2022
Q2 | $3.03M | Buy |
22,012
+16,617
| +308% | +$2.28M | 0.09% | 131 |
|
|
2022
Q1 | $998K | Buy |
+5,395
| New | +$998K | 0.06% | 152 |
|