Phillips Financial Management’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 | $84.8K | Hold |
390
| – | – | 0.01% | 210 |
|
|
2025
Q1 | $77K | Hold |
390
| – | – | 0.01% | 201 |
|
|
2024
Q4 | $87.5K | Hold |
390
| – | – | 0.01% | 196 |
|
|
2024
Q3 | $78.1K | Hold |
390
| – | – | 0.01% | 208 |
|
|
2024
Q2 | $71.1K | Hold |
390
| – | – | 0.01% | 211 |
|
|
2024
Q1 | $71.7K | Hold |
390
| – | – | 0.01% | 204 |
|
|
2023
Q4 | $69.7K | Hold |
390
| – | – | 0.01% | 187 |
|
|
2023
Q3 | $62.8K | Hold |
390
| – | – | 0.01% | 184 |
|
|
2023
Q2 | $66.2K | Hold |
390
| – | – | 0.01% | 183 |
|
|
2023
Q1 | $58.3K | Hold |
390
| – | – | 0.01% | 186 |
|
|
2022
Q4 | $50.4K | Hold |
390
| – | – | 0.01% | 178 |
|
|
2022
Q3 | $56K | Buy |
+390
| New | +$56K | 0.01% | 168 |
|