OneDigital 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
Q3 | $893K | Buy |
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|
2025
Q2 | $803K | Sell |
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|
2025
Q1 | $777K | Sell |
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|
2024
Q4 | $984K | Buy |
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|
2024
Q3 | $859K | Sell |
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|
2024
Q2 | $809K | Buy |
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|
2024
Q1 | $608K | Sell |
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|
2023
Q4 | $600K | Sell |
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|
2023
Q3 | $549K | Sell |
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|
2023
Q2 | $597K | Buy |
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|
2023
Q1 | $332K | Buy |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $470K | Buy |
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|
2021
Q4 | $356K | Buy |
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|
2021
Q3 | $309K | Buy |
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|
2021
Q2 | $287K | Sell |
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|
2021
Q1 | $279K | Buy |
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|
2020
Q4 | $256K | Sell |
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|
2020
Q3 | $337K | Sell |
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|
2020
Q2 | $377K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1M | Sell |
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|
2018
Q1 | $1.19M | Sell |
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|
2017
Q4 | $1.25M | Sell |
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|
2017
Q3 | $1.14M | Buy |
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|
2017
Q2 | $972K | Buy |
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