Principle Wealth Partners’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
Q2 | $238K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $235K | Buy |
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|
2024
Q3 | $207K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $246K | Sell |
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|
2021
Q2 | $294K | Hold |
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|
2021
Q1 | $276K | Hold |
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|
2020
Q4 | $264K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $154K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $213K | Buy |
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