Optas LLC’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 | $604K | Hold |
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|
2025
Q2 | $548K | Hold |
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|
2025
Q1 | $498K | Sell |
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|
2024
Q4 | $567K | Sell |
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|
2024
Q3 | $514K | Sell |
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|
2024
Q2 | $731K | Hold |
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|
2024
Q1 | $737K | Hold |
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|
2023
Q4 | $716K | Hold |
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|
2023
Q3 | $645K | Hold |
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|
2023
Q2 | $680K | Sell |
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|
2023
Q1 | $751K | Sell |
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|
2022
Q4 | $793K | Hold |
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|
2022
Q3 | $875K | Hold |
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|
2022
Q2 | $845K | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.31M | Hold |
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|
2021
Q3 | $1.15M | Hold |
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|
2021
Q2 | $1.15M | Hold |
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|
2021
Q1 | $1.08M | Hold |
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|
2020
Q4 | $1.03M | Hold |
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|
2020
Q3 | $944K | Sell |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $1.5M | Buy |
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