Rothschild Capital Partners’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
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|
2025
Q1 | $12.4M | Sell |
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|
2024
Q4 | $14.9M | Buy |
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|
2024
Q3 | $6.2M | Hold |
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|
2024
Q2 | $5.64M | Hold |
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|
2024
Q1 | $5.69M | Sell |
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|
2023
Q4 | $8.48M | Buy |
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|
2023
Q3 | $4.88M | Hold |
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|
2023
Q2 | $5.15M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $10.5M | Buy |
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|
2022
Q2 | $2.48M | Buy |
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|
2022
Q1 | $1.59M | Sell |
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|
2021
Q4 | $21M | Buy |
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|
2021
Q3 | $8.94M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $1.68M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.36M | Sell |
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|
2019
Q2 | $3.34M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $6.19M | Buy |
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|
2017
Q3 | $4.26M | Sell |
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|
2017
Q2 | $7.86M | Buy |
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|
2017
Q1 | $559K | Sell |
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|
2016
Q4 | $927K | Buy |
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|
2016
Q3 | $707K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $5.08M | Buy |
|