Oxford Financial Group’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 | $18.7K | Hold |
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|
2025
Q2 | $17K | Hold |
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|
2025
Q1 | $15.4K | Hold |
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|
2024
Q4 | $17.5K | Hold |
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|
2024
Q3 | $15.6K | Hold |
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|
2024
Q2 | $14.2K | Hold |
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|
2024
Q1 | $14.3K | Hold |
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|
2023
Q4 | $13.9K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $7.47K | Hold |
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|
2023
Q1 | $6.58K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $917K | Hold |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $237K | Buy |
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