Mount Yale 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 | $2.96M | Sell |
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|
2025
Q1 | $2.84M | Buy |
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|
2024
Q4 | $3.11M | Sell |
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|
2024
Q3 | $4.86M | Sell |
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|
2024
Q2 | $5.15M | Buy |
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|
2024
Q1 | $5.11M | Buy |
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|
2023
Q4 | $4.69M | Buy |
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|
2023
Q3 | $3.73M | Buy |
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|
2023
Q2 | $3.42M | Buy |
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|
2023
Q1 | $2.76M | Buy |
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|
2022
Q4 | $2.09M | Buy |
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|
2022
Q3 | $2.3M | Buy |
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|
2022
Q2 | $1.79M | Buy |
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|
2022
Q1 | $2.34M | Buy |
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|
2021
Q4 | $2.35M | Sell |
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|
2021
Q3 | $2.16M | Buy |
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|
2021
Q2 | $1.98M | Sell |
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|
2021
Q1 | $2.21M | Buy |
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|
2020
Q4 | $1.81M | Sell |
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|
2020
Q3 | $1.71M | Sell |
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|
2020
Q2 | $1.5M | Buy |
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|
2020
Q1 | $1.07M | Sell |
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|
2019
Q4 | $1.42M | Buy |
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|
2019
Q3 | $1.33M | Buy |
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|
2019
Q2 | $1.28M | Sell |
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|
2019
Q1 | $1.36M | Buy |
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|
2018
Q4 | $1.27M | Buy |
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|
2018
Q3 | $1.27M | Sell |
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|
2018
Q2 | $1.52M | Buy |
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|
2018
Q1 | $1.36M | Buy |
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