Nadler Financial Group’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $468K | Sell |
2,153
-299
| -12% | -$65K | 0.05% | 75 |
|
2025
Q1 | $484K | Buy |
2,452
+459
| +23% | +$90.6K | 0.05% | 74 |
|
2024
Q4 | $447K | Hold |
1,993
| – | – | 0.05% | 77 |
|
2024
Q3 | $399K | Sell |
1,993
-655
| -25% | -$131K | 0.04% | 79 |
|
2024
Q2 | $483K | Hold |
2,648
| – | – | 0.06% | 64 |
|
2024
Q1 | $487K | Hold |
2,648
| – | – | 0.06% | 65 |
|
2023
Q4 | $473K | Hold |
2,648
| – | – | 0.06% | 62 |
|
2023
Q3 | $426K | Hold |
2,648
| – | – | 0.06% | 61 |
|
2023
Q2 | $450K | Hold |
2,648
| – | – | 0.07% | 62 |
|
2023
Q1 | $396K | Hold |
2,648
| – | – | 0.06% | 68 |
|
2022
Q4 | $342K | Buy |
+2,648
| New | +$342K | 0.06% | 77 |
|