Montag & Associates’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 | $50.6K | Hold |
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|
2025
Q2 | $45.9K | Sell |
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|
2025
Q1 | $51.1K | Hold |
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|
2024
Q4 | $58.1K | Sell |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $259K | Sell |
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|
2024
Q1 | $280K | Hold |
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|
2023
Q4 | $272K | Sell |
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|
2023
Q3 | $266K | Sell |
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $246K | Hold |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $229K | Sell |
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|
2021
Q4 | $430K | Sell |
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|
2021
Q3 | $404K | Sell |
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|
2021
Q2 | $411K | Sell |
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|
2021
Q1 | $488K | Hold |
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|
2020
Q4 | $467K | Sell |
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|
2020
Q3 | $474K | Buy |
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|
2020
Q2 | $364K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Hold |
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|
2019
Q3 | $204K | Sell |
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|
2019
Q2 | $345K | Sell |
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|
2019
Q1 | $406K | Sell |
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|
2018
Q4 | $399K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $242K | Buy |
|