Moneta Group Investment Advisors’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
Q2 | $1.45M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $901K | Buy |
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|
2024
Q2 | $793K | Sell |
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|
2024
Q1 | $814K | Buy |
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|
2023
Q4 | $728K | Buy |
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|
2023
Q3 | $652K | Buy |
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|
2023
Q2 | $648K | Sell |
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|
2023
Q1 | $578K | Buy |
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|
2022
Q4 | $511K | Sell |
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|
2022
Q3 | $606K | Sell |
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|
2022
Q2 | $687K | Buy |
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|
2022
Q1 | $753K | Buy |
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|
2021
Q4 | $725K | Buy |
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|
2021
Q3 | $636K | Buy |
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|
2021
Q2 | $562K | Sell |
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|
2021
Q1 | $539K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $174K | Buy |
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