NewEdge Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.84M | Buy |
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|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $1.99M | Buy |
|
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|
2024
Q2 | $871K | Buy |
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|
2024
Q1 | $843K | Buy |
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|
2023
Q4 | $833K | Buy |
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|
2023
Q3 | $499K | Buy |
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|
2023
Q2 | $525K | Sell |
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|
2023
Q1 | $471K | Sell |
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|
2022
Q4 | $511K | Buy |
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|
2022
Q3 | $554K | Buy |
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|
2022
Q2 | $533K | Hold |
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|
2022
Q1 | $718K | Buy |
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|
2021
Q4 | $777K | Buy |
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|
2021
Q3 | $603K | Sell |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $238K | Buy |
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