River Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

River Wealth Advisors’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$302K	Hold	1,391	–	–	0.04%	180
2025 Q1	$275K	Sell	1,391 -7	-0.5%	-$1.38K	0.04%	181
2024 Q4	$314K	Sell	1,398 -73	-5%	-$16.4K	0.04%	175
2024 Q3	$295K	Sell	1,471 -20	-1%	-$4.01K	0.04%	179
2024 Q2	$272K	Hold	1,491	–	–	0.04%	174
2024 Q1	$274K	Sell	1,491 -100	-6%	-$18.4K	0.04%	176
2023 Q4	$284K	Sell	1,591 -175	-10%	-$31.3K	0.05%	175
2023 Q3	$284K	Sell	1,766 -567	-24%	-$91.3K	0.05%	175
2023 Q2	$396K	Hold	2,333	–	–	0.07%	164
2023 Q1	$349K	Sell	2,333 -298	-11%	-$44.6K	0.06%	169
2022 Q4	$340K	Sell	2,631 -256	-9%	-$33.1K	0.07%	173
2022 Q3	$411K	Sell	2,887 -874	-23%	-$124K	0.09%	146
2022 Q2	$517K	Buy	3,761 +404	+12%	+$55.5K	0.1%	145
2022 Q1	$621K	Buy	3,357 +5	+0.1%	+$925	0.1%	139
2021 Q4	$685K	Buy	3,352 +159	+5%	+$32.5K	0.11%	135
2021 Q3	$573K	Sell	3,193 -15	-0.5%	-$2.69K	0.1%	142
2021 Q2	$573K	Buy	3,208 +46	+1%	+$8.22K	0.1%	141
2021 Q1	$531K	Hold	3,162	–	–	0.1%	145
2020 Q4	$508K	Sell	3,162 -333	-10%	-$53.5K	0.11%	139
2020 Q3	$514K	Sell	3,495 -112	-3%	-$16.5K	0.13%	130
2020 Q2	$461K	Hold	3,607	–	–	0.14%	124
2020 Q1	$354K	Hold	3,607	–	–	0.14%	122
2019 Q4	$452K	Buy	3,607 +214	+6%	+$26.8K	0.15%	121
2019 Q3	$410K	Buy	3,393 +331	+11%	+$40K	0.15%	120
2019 Q2	$365K	Buy	3,062 +150	+5%	+$17.9K	0.14%	131
2019 Q1	$332K	Buy	2,912 +144	+5%	+$16.4K	0.14%	131
2018 Q4	$274K	Sell	2,768 -20	-0.7%	-$1.98K	0.12%	139
2018 Q3	$327K	Buy	2,788 +256	+10%	+$30K	0.12%	139
2018 Q2	$277K	Buy	2,532 +82	+3%	+$8.97K	0.11%	143
2018 Q1	$248K	Sell	2,450 -32	-1%	-$3.24K	0.1%	151
2017 Q4	$245K	Sell	2,482 -319	-11%	-$31.5K	0.1%	151
2017 Q3	$252K	Buy	2,801 +65	+2%	+$5.85K	0.11%	140
2017 Q2	$245K	Hold	2,736	–	–	0.11%	144
2017 Q1	$241K	Buy	+2,736	New	+$241K	0.12%	142