Private Wealth Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $420K | Hold |
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|
2025
Q2 | $381K | Hold |
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|
2025
Q1 | $346K | Buy |
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|
2024
Q4 | $384K | Hold |
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|
2024
Q3 | $343K | Hold |
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|
2024
Q2 | $312K | Hold |
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|
2024
Q1 | $314K | Hold |
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|
2023
Q4 | $306K | Buy |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $203K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $218K | Buy |
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