Royal Fund 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
Sell
-43,121
Closed -$8.51M 268
2025
Q1
$8.51M Buy
43,121
+3,269
+8% +$645K 0.95% 16
2024
Q4
$8.94M Buy
+39,852
New +$8.94M 0.83% 23
2020
Q2
Sell
-38
Closed -$3K 580
2020
Q1
$3K Hold
38
﹤0.01% 473
2019
Q4
$4K Hold
38
﹤0.01% 509
2019
Q3
$4K Hold
38
﹤0.01% 479
2019
Q2
$4K Hold
38
﹤0.01% 461
2019
Q1
$4K Hold
38
﹤0.01% 465
2018
Q4
$3K Hold
38
﹤0.01% 464
2018
Q3
$4K Sell
38
-13
-25% -$1.37K ﹤0.01% 423
2018
Q2
$5K Sell
51
-78
-60% -$7.65K ﹤0.01% 424
2018
Q1
$13K Sell
129
-162
-56% -$16.3K ﹤0.01% 316
2017
Q4
$28K Buy
291
+253
+666% +$24.3K 0.01% 253
2017
Q3
$3K Hold
38
﹤0.01% 398
2017
Q2
$3K Hold
38
﹤0.01% 367
2017
Q1
$3K Hold
38
﹤0.01% 353
2016
Q4
$3K Buy
+38
New +$3K ﹤0.01% 342