Principle Wealth Partners’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 | $238K | Buy |
+1,095
| New | +$238K | 0.01% | 335 |
|
|
2025
Q1 | – | Sell |
-1,048
| Closed | -$235K | – | 352 |
|
|
2024
Q4 | $235K | Buy |
1,048
+13
| +1% | +$2.92K | 0.02% | 314 |
|
|
2024
Q3 | $207K | Buy |
+1,035
| New | +$207K | 0.01% | 326 |
|
|
2021
Q4 | – | Sell |
-1,373
| Closed | -$246K | – | 330 |
|
|
2021
Q3 | $246K | Sell |
1,373
-271
| -16% | -$48.6K | 0.03% | 280 |
|
|
2021
Q2 | $294K | Hold |
1,644
| – | – | 0.03% | 259 |
|
|
2021
Q1 | $276K | Hold |
1,644
| – | – | 0.03% | 246 |
|
|
2020
Q4 | $264K | Buy |
+1,644
| New | +$264K | 0.03% | 236 |
|
|
2020
Q3 | – | Sell |
-1,207
| Closed | -$154K | – | 443 |
|
|
2020
Q2 | $154K | Buy |
+1,207
| New | +$154K | 0.05% | 166 |
|
|
2019
Q2 | – | Sell |
-1,868
| Closed | -$213K | – | 144 |
|
|
2019
Q1 | $213K | Buy |
+1,868
| New | +$213K | 0.12% | 124 |
|