Okabena Investment Services’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 | $1.95M | Buy |
8,960
+217
| +2% | +$47.2K | 0.43% | 42 |
|
|
2025
Q1 | $1.73M | Buy |
8,743
+69
| +0.8% | +$13.6K | 0.43% | 45 |
|
|
2024
Q4 | $1.95M | Buy |
8,674
+583
| +7% | +$131K | 0.54% | 43 |
|
|
2024
Q3 | $1.62M | Hold |
8,091
| – | – | 0.46% | 43 |
|
|
2024
Q2 | $1.48M | Hold |
8,091
| – | – | 0.47% | 47 |
|
|
2024
Q1 | $1.49M | Hold |
8,091
| – | – | 0.5% | 50 |
|
|
2023
Q4 | $1.45M | Buy |
+8,091
| New | +$1.45M | 0.56% | 47 |
|
|
2020
Q2 | – | Sell |
-808
| Closed | -$79K | – | 93 |
|
|
2020
Q1 | $79K | Hold |
808
| – | – | 0.09% | 66 |
|
|
2019
Q4 | $101K | Buy |
+808
| New | +$101K | 0.09% | 62 |
|