Retirement Planning Group (Kansas)’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 | $5.22M | Sell |
24,006
-1,486
| -6% | -$323K | 0.22% | 42 |
|
|
2025
Q1 | $5.03M | Buy |
25,492
+2,466
| +11% | +$487K | 0.24% | 40 |
|
|
2024
Q4 | $5.17M | Buy |
23,026
+968
| +4% | +$217K | 0.26% | 39 |
|
|
2024
Q3 | $4.42M | Sell |
22,058
-514
| -2% | -$103K | 0.24% | 50 |
|
|
2024
Q2 | $4.12M | Buy |
22,572
+1,053
| +5% | +$192K | 0.26% | 40 |
|
|
2024
Q1 | $3.96M | Buy |
21,519
+17,242
| +403% | +$3.17M | 0.3% | 41 |
|
|
2023
Q4 | $765K | Buy |
+4,277
| New | +$765K | 0.07% | 95 |
|