Roble Belko & Company’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 | $70K | Hold |
323
| – | – | 0.01% | 158 |
|
2025
Q1 | $64K | Hold |
323
| – | – | 0.01% | 158 |
|
2024
Q4 | $72K | Hold |
323
| – | – | 0.01% | 153 |
|
2024
Q3 | $65K | Hold |
323
| – | – | 0.01% | 156 |
|
2024
Q2 | $59K | Hold |
323
| – | – | 0.01% | 162 |
|
2024
Q1 | $59K | Hold |
323
| – | – | 0.01% | 164 |
|
2023
Q4 | $58K | Hold |
323
| – | – | 0.01% | 154 |
|
2023
Q3 | $52K | Hold |
323
| – | – | 0.01% | 145 |
|
2023
Q2 | $55K | Hold |
323
| – | – | 0.01% | 140 |
|
2023
Q1 | $48K | Hold |
323
| – | – | 0.01% | 151 |
|
2022
Q4 | $42K | Hold |
323
| – | – | 0.01% | 163 |
|
2022
Q3 | $46K | Hold |
323
| – | – | 0.01% | 151 |
|
2022
Q2 | $44K | Hold |
323
| – | – | 0.01% | 150 |
|
2022
Q1 | $60K | Hold |
323
| – | – | 0.01% | 154 |
|
2021
Q4 | $66K | Hold |
323
| – | – | 0.01% | 145 |
|
2021
Q3 | $58K | Hold |
323
| – | – | 0.01% | 142 |
|
2021
Q2 | $58K | Hold |
323
| – | – | 0.01% | 151 |
|
2021
Q1 | $54K | Hold |
323
| – | – | 0.01% | 145 |
|
2020
Q4 | $52K | Hold |
323
| – | – | 0.01% | 135 |
|
2020
Q3 | $47K | Hold |
323
| – | – | 0.01% | 136 |
|
2020
Q2 | $41K | Hold |
323
| – | – | 0.01% | 151 |
|
2020
Q1 | $32K | Hold |
323
| – | – | 0.01% | 161 |
|
2019
Q4 | $41K | Hold |
323
| – | – | 0.01% | 160 |
|
2019
Q3 | $39K | Sell |
323
-402
| -55% | -$48.5K | 0.01% | 155 |
|
2019
Q2 | $86K | Buy |
725
+402
| +124% | +$47.7K | 0.03% | 123 |
|
2019
Q1 | $37K | Hold |
323
| – | – | 0.01% | 131 |
|
2018
Q4 | $32K | Hold |
323
| – | – | 0.01% | 128 |
|
2018
Q3 | $38K | Hold |
323
| – | – | 0.01% | 120 |
|
2018
Q2 | $35K | Hold |
323
| – | – | 0.01% | 130 |
|
2018
Q1 | $33K | Hold |
323
| – | – | 0.01% | 147 |
|
2017
Q4 | $32K | Hold |
323
| – | – | 0.01% | 144 |
|
2017
Q3 | $29K | Hold |
323
| – | – | 0.01% | 120 |
|
2017
Q2 | $29K | Hold |
323
| – | – | 0.01% | 116 |
|
2017
Q1 | $28K | Hold |
323
| – | – | 0.01% | 117 |
|
2016
Q4 | $26K | Hold |
323
| – | – | 0.01% | 130 |
|
2016
Q3 | $26K | Hold |
323
| – | – | 0.01% | 147 |
|
2016
Q2 | $25K | Hold |
323
| – | – | 0.01% | 140 |
|
2016
Q1 | $26K | Hold |
323
| – | – | 0.01% | 128 |
|
2015
Q4 | $25K | Hold |
323
| – | – | 0.02% | 116 |
|
2015
Q3 | $24K | Hold |
323
| – | – | 0.01% | 113 |
|
2015
Q2 | $25K | Hold |
323
| – | – | 0.01% | 124 |
|
2015
Q1 | $24K | Buy |
+323
| New | +$24K | 0.01% | 128 |
|