Midwest 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 | $274K | Buy |
1,261
+3
| +0.2% | +$652 | 0.14% | 93 |
|
|
2025
Q1 | $248K | Buy |
1,258
+3
| +0.2% | +$593 | 0.14% | 93 |
|
|
2024
Q4 | $282K | Sell |
1,255
-1
| -0.1% | -$224 | 0.16% | 94 |
|
|
2024
Q3 | $252K | Buy |
1,256
+2
| +0.2% | +$401 | 0.15% | 95 |
|
|
2024
Q2 | $229K | Buy |
1,254
+51
| +4% | +$9.31K | 0.15% | 97 |
|
|
2024
Q1 | $221K | Buy |
1,203
+21
| +2% | +$3.86K | 0.15% | 99 |
|
|
2023
Q4 | $211K | Buy |
+1,182
| New | +$211K | 0.16% | 97 |
|
|
2023
Q3 | – | Sell |
-1,178
| Closed | -$200K | – | 101 |
|
|
2023
Q2 | $200K | Buy |
+1,178
| New | +$200K | 0.17% | 96 |
|