Seven Springs Wealth Group’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 | $371K | Hold |
1,708
| – | – | 0.09% | 60 |
|
|
2025
Q1 | $337K | Hold |
1,708
| – | – | 0.12% | 60 |
|
|
2024
Q4 | $383K | Hold |
1,708
| – | – | 0.14% | 51 |
|
|
2024
Q3 | $342K | Hold |
1,708
| – | – | 0.12% | 58 |
|
|
2024
Q2 | $312K | Hold |
1,708
| – | – | 0.12% | 55 |
|
|
2024
Q1 | $314K | Hold |
1,708
| – | – | 0.12% | 54 |
|
|
2023
Q4 | $305K | Hold |
1,708
| – | – | 0.14% | 49 |
|
|
2023
Q3 | $275K | Hold |
1,708
| – | – | 0.13% | 48 |
|
|
2023
Q2 | $290K | Hold |
1,708
| – | – | 0.14% | 50 |
|
|
2023
Q1 | $255K | Sell |
1,708
-207
| -11% | -$31K | 0.13% | 50 |
|
|
2022
Q4 | $247K | Buy |
1,915
+7
| +0.4% | +$904 | 0.12% | 50 |
|
|
2022
Q3 | $272K | Sell |
1,908
-15
| -0.8% | -$2.14K | 0.15% | 49 |
|
|
2022
Q2 | $264K | Hold |
1,923
| – | – | 0.13% | 57 |
|
|
2022
Q1 | $356K | Hold |
1,923
| – | – | 0.17% | 52 |
|
|
2021
Q4 | $393K | Hold |
1,923
| – | – | 0.18% | 47 |
|
|
2021
Q3 | $345K | Hold |
1,923
| – | – | 0.17% | 53 |
|
|
2021
Q2 | $343K | Hold |
1,923
| – | – | 0.15% | 57 |
|
|
2021
Q1 | $323K | Hold |
1,923
| – | – | 0.15% | 43 |
|
|
2020
Q4 | $309K | Sell |
1,923
-1,169
| -38% | -$188K | 0.16% | 42 |
|
|
2020
Q3 | $454K | Buy |
3,092
+429
| +16% | +$63K | 0.29% | 33 |
|
|
2020
Q2 | $340K | Buy |
2,663
+91
| +4% | +$11.6K | 0.22% | 34 |
|
|
2020
Q1 | $252K | Buy |
+2,572
| New | +$252K | 0.18% | 42 |
|