Modera Wealth 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 | $354K | Sell |
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|
2025
Q2 | $329K | Buy |
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|
2025
Q1 | $292K | Buy |
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|
2024
Q4 | $330K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $265K | Buy |
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|
2023
Q4 | $257K | Sell |
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|
2023
Q3 | $345K | Buy |
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|
2023
Q2 | $325K | Buy |
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|
2023
Q1 | $200K | Sell |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $245K | Sell |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $351K | Sell |
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|
2021
Q4 | $417K | Buy |
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|
2021
Q3 | $363K | Buy |
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|
2021
Q2 | $324K | Buy |
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|
2021
Q1 | $286K | Sell |
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|
2020
Q4 | $306K | Buy |
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