Ritholtz Wealth 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 | $322K | Buy |
1,481
+397
| +37% | +$86.3K | 0.01% | 775 |
|
2025
Q1 | $214K | Sell |
1,084
-6
| -0.6% | -$1.19K | 0.01% | 846 |
|
2024
Q4 | $245K | Sell |
1,090
-24
| -2% | -$5.39K | 0.01% | 765 |
|
2024
Q3 | $223K | Hold |
1,114
| – | – | 0.01% | 784 |
|
2024
Q2 | $203K | Buy |
+1,114
| New | +$203K | 0.01% | 762 |
|
2022
Q4 | – | Sell |
-1,816
| Closed | -$259K | – | 751 |
|
2022
Q3 | $259K | Buy |
+1,816
| New | +$259K | 0.01% | 588 |
|