Oxford Financial Group’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 | $17K | Hold |
78
| – | – | ﹤0.01% | 246 |
|
|
2025
Q1 | $15.4K | Hold |
78
| – | – | ﹤0.01% | 248 |
|
|
2024
Q4 | $17.5K | Hold |
78
| – | – | ﹤0.01% | 282 |
|
|
2024
Q3 | $15.6K | Hold |
78
| – | – | ﹤0.01% | 276 |
|
|
2024
Q2 | $14.2K | Hold |
78
| – | – | ﹤0.01% | 301 |
|
|
2024
Q1 | $14.3K | Hold |
78
| – | – | ﹤0.01% | 263 |
|
|
2023
Q4 | $13.9K | Buy |
+78
| New | +$13.9K | ﹤0.01% | 279 |
|
|
2023
Q3 | – | Sell |
-44
| Closed | -$7.47K | – | 302 |
|
|
2023
Q2 | $7.47K | Hold |
44
| – | – | ﹤0.01% | 282 |
|
|
2023
Q1 | $6.58K | Buy |
+44
| New | +$6.58K | ﹤0.01% | 244 |
|
|
2022
Q3 | – | Sell |
-1,741
| Closed | -$239K | – | 273 |
|
|
2022
Q2 | $239K | Sell |
1,741
-3,216
| -65% | -$441K | 0.04% | 172 |
|
|
2022
Q1 | $917K | Hold |
4,957
| – | – | 0.12% | 81 |
|
|
2021
Q4 | $1.01M | Buy |
4,957
+3,636
| +275% | +$743K | 0.11% | 82 |
|
|
2021
Q3 | $237K | Buy |
+1,321
| New | +$237K | 0.03% | 165 |
|