Mutual Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.54M | Sell |
23,286
-21,764
| -48% | -$2.54M | 0.05% | 325 |
|
|
2025
Q4 | $5.38M | Buy |
45,050
+11,622
| +35% | +$1.38M | 0.12% | 184 |
|
|
2025
Q3 | $3.98M | Buy |
33,428
+2,210
| +7% | +$253K | 0.09% | 224 |
|
|
2025
Q2 | $3.51M | Buy |
31,218
+462
| +2% | +$47.2K | 0.09% | 219 |
|
|
2025
Q1 | $3.04M | Sell |
30,756
-3,244
| -10% | -$352K | 0.09% | 215 |
|
|
2024
Q4 | $3.84M | Buy |
34,000
+1,286
| +4% | +$138K | 0.11% | 176 |
|
|
2024
Q3 | $3.27M | Buy |
32,714
+644
| +2% | +$60.2K | 0.1% | 191 |
|
|
2024
Q2 | $2.98M | Sell |
32,070
-75,628
| -70% | -$6.72M | 0.09% | 203 |
|
|
2024
Q1 | $9.9M | Sell |
107,698
-18,836
| -15% | -$1.68M | 0.32% | 55 |
|
|
2023
Q4 | $11.3M | Buy |
126,534
+21,966
| +21% | +$1.82M | 0.39% | 39 |
|
|
2023
Q3 | $8.42M | Buy |
104,568
+3,320
| +3% | +$281K | 0.33% | 53 |
|
|
2023
Q2 | $8.6M | Buy |
101,248
+27,648
| +38% | +$2.12M | 0.33% | 53 |
|
|
2023
Q1 | $5.5M | Buy |
73,600
+54,156
| +279% | +$3.88M | 0.23% | 93 |
|
|
2022
Q4 | $1.26M | Sell |
19,444
-87,682
| -82% | -$6.11M | 0.06% | 349 |
|
|
2022
Q3 | $7.63M | Buy |
107,126
+89,696
| +515% | +$7.02M | 0.39% | 42 |
|
|
2022
Q2 | $1.2M | Sell |
17,430
-147,358
| -89% | -$11.6M | 0.08% | 292 |
|
|
2022
Q1 | $15.2M | Buy |
164,788
+11,468
| +7% | +$1.05M | 0.86% | 14 |
|
|
2021
Q4 | $15.7M | Sell |
153,320
-15,622
| -9% | -$1.56M | 0.83% | 12 |
|
|
2021
Q3 | $15.2M | Buy |
168,942
+22,728
| +16% | +$2.06M | 0.9% | 11 |
|
|
2021
Q2 | $13.1M | Sell |
146,214
-40,868
| -22% | -$3.56M | 0.78% | 12 |
|
|
2021
Q1 | $15.7M | Buy |
187,082
+7,480
| +4% | +$622K | 1.08% | 9 |
|
|
2020
Q4 | $14.4M | Buy |
179,602
+35,814
| +25% | +$2.76M | 1.08% | 10 |
|
|
2020
Q3 | $10.6M | Buy |
143,788
+3,854
| +3% | +$273K | 0.92% | 14 |
|
|
2020
Q2 | $8.94M | Buy |
139,934
+135,164
| +2,834% | +$7.97M | 0.88% | 14 |
|
|
2020
Q1 | $234K | Sell |
4,770
-12,154
| -72% | -$718K | 0.03% | 458 |
|
|
2019
Q4 | $1.06M | Buy |
16,924
+2,776
| +20% | +$169K | 0.11% | 221 |
|
|
2019
Q3 | $854K | Buy |
14,148
+368
| +3% | +$22.2K | 0.11% | 221 |
|
|
2019
Q2 | $821K | Sell |
13,780
-109,686
| -89% | -$6.42M | 0.11% | 236 |
|
|
2019
Q1 | $7.03M | Buy |
123,466
+116,016
| +1,557% | +$6.29M | 1.04% | 17 |
|
|
2018
Q4 | $369K | Sell |
7,450
-3,176
| -30% | -$168K | 0.07% | 278 |
|
|
2018
Q3 | $623K | Sell |
10,626
-158
| -1% | -$9K | 0.09% | 250 |
|
|
2018
Q2 | $589K | Buy |
10,784
+626
| +6% | +$33.1K | 0.13% | 216 |
|
|
2018
Q1 | $514K | Buy |
10,158
+5,248
| +107% | +$274K | 0.13% | 234 |
|
|
2017
Q4 | $242K | Buy |
+4,910
| New | +$231K | 0.09% | 244 |
|