PIA
Petredis Investment Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
54,379
+1,529
| +3% | +$332K | 1.04% | 21 |
|
|
2025
Q1 | $10.4M | Buy |
52,850
+1,924
| +4% | +$380K | 1.09% | 19 |
|
|
2024
Q4 | $11.4M | Sell |
50,926
-3,165
| -6% | -$710K | 1.18% | 20 |
|
|
2024
Q3 | $10.8M | Buy |
54,091
+170
| +0.3% | +$34.1K | 1.15% | 19 |
|
|
2024
Q2 | $9.84M | Sell |
53,921
-2,788
| -5% | -$509K | 1.1% | 20 |
|
|
2024
Q1 | $10.4M | Sell |
56,709
-554
| -1% | -$102K | 1.25% | 17 |
|
|
2023
Q4 | $10.2M | Sell |
57,263
-2,100
| -4% | -$376K | 1.34% | 16 |
|
|
2023
Q3 | $9.56M | Sell |
59,363
-232
| -0.4% | -$37.3K | 1.36% | 17 |
|
|
2023
Q2 | $10.1M | Buy |
59,595
+1,122
| +2% | +$191K | 1.39% | 16 |
|
|
2023
Q1 | $8.74M | Buy |
58,473
+9,843
| +20% | +$1.47M | 1.36% | 18 |
|
|
2022
Q4 | $6.28M | Buy |
+48,630
| New | +$6.28M | 1.14% | 23 |
|